Plan Snapshot
- Plan Sponsor: Child & Family Guidance Center
- Sponsor EIN: 952217348
- Sponsor Address: 8550 BALBOA BLVD SUITE 216, NORTHRIDGE, CA, 91325
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 295 | $27.5M | $207,636 | $993,725 |
| 2023 | 269 | $25.8M | $207,816 | $1.0M |
| 2022 | 250 | $23.4M | $234,264 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $11,400 | — | $11,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,400
- Estimated Expense Ratio: 0.041% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,669 | $4,193 | $1,446 | $11,400 | — |
| 2023 | $2,360 | $4,336 | $1,564 | $10,900 | — |
| 2022 | $8,572 | $5,156 | — | — | — |