Plan Snapshot
- Plan Sponsor: Child Start, INC.
- Sponsor EIN: 680442009
- Sponsor Address: 439 DEVLIN ROAD, NAPA, CA, 94558
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 255 | $9.5M | $238,327 | $668,675 |
| 2023 | 214 | $8.0M | $172,747 | $565,781 |
| 2022 | 212 | $6.7M | $183,441 | $500,738 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,392 | — | $29,392 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $14,953 | — | $14,953 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $5,610 | — | $5,610 |
| YULISHANA, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- YULISHANA, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,955
- Estimated Expense Ratio: 0.524% 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 | $49,954 | $20,562 | — | — | — |
| 2023 | $42,183 | $17,296 | — | — | — |
| 2022 | $44,018 | — | — | — | — |