Plan Snapshot
- Plan Sponsor: Children'S Law Center Of California
- Sponsor EIN: 954252143
- Sponsor Address: 101 CENTRE PLAZA DRIVE, MONTEREY PARK, CA, 91754
- Plan Type: 403(b)
- Total Participants: 566
- Total Assets: $71.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 566 | $71.5M | $3.2M | $4.4M |
| 2023 | 577 | $59.3M | $3.0M | $4.0M |
| 2022 | 546 | $46.5M | $2.8M | $3.7M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT, LLP | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.020% 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 | $188,130 | $55,000 | — | $14,500 | — |
| 2023 | $164,089 | $55,000 | — | $15,500 | — |
| 2022 | $176,632 | $86,422 | — | — | $4,852 |