Plan Snapshot
- Plan Sponsor: Children'S Home Of Stockton
- Sponsor EIN: 940382320
- Sponsor Address: 430 N PILGRIM STREET, STOCKTON, CA, 95205
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 56 | $3.4M | $155,152 | $114,610 |
| 2023 | 56 | $3.1M | $147,880 | $112,356 |
| 2022 | 61 | $3.2M | $144,464 | $115,722 |
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 |
|---|---|---|---|---|
| FINDEC BENEFIT SERVICES, INC. | TPA RECORDKEEPER | $21,569 | — | $21,569 |
| SCHWARTZ GIANNINI LANTSBERGER & ADA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,569
- Estimated Expense Ratio: 0.627% 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 | $26,444 | $4,876 | $21,568 | — | — |
| 2023 | $25,515 | — | $20,635 | — | — |
| 2022 | $22,241 | $4,717 | $17,524 | — | — |