Plan Snapshot
- Plan Sponsor: Coalition For Humane Immigrant R
- Sponsor EIN: 954421521
- Sponsor Address: 2533 W. 3RD STREET, LOS ANGELES, CA, 90057
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $4.3M
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 | 161 | $4.3M | $408,606 | $559,212 |
| 2023 | 156 | $3.3M | $349,216 | $491,201 |
| 2022 | 136 | $2.2M | $272,602 | $346,849 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $16,420 | $767 | $17,187 |
| FRITH-SMITH & ARCHIBALD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRITH-SMITH & ARCHIBALD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,187
- Estimated Expense Ratio: 0.397% 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 | $18,938 | $16,421 | — | — | — |
| 2023 | $14,633 | $12,033 | — | — | — |
| 2022 | $10,751 | — | — | — | — |