Plan Snapshot
- Plan Sponsor: Chinatown Community Development Center
- Sponsor EIN: 942514053
- Sponsor Address: 615 GRANT AVE, SAN FRANCISCO, CA, 94108
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $18.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 257 | $18.2M | $390,345 | $1.4M |
| 2023 | 267 | $15.6M | $344,310 | $1.2M |
| 2022 | 254 | $12.0M | $312,516 | $1.0M |
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 | — | — | $0 |
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: $0
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 | $38,962 | $38,962 | — | — | — |
| 2023 | $85,435 | $35,112 | $1,197 | — | — |
| 2022 | $74,626 | $29,673 | $44,953 | — | — |