Plan Snapshot
- Plan Sponsor: Colorofchange.Org
- Sponsor EIN: 204496889
- Sponsor Address: 1714 FRANKLIN STREET, SUITE 100-136, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $5.9M
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 | 51 | $5.9M | $205,143 | $358,998 |
| 2023 | 70 | $5.4M | $342,679 | $578,546 |
| 2022 | 156 | $4.8M | $434,766 | $779,784 |
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 |
|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES | FINANCIAL ADVISOR | $27,992 | — | $27,992 |
| RETIREMENT PLAN CONSULTANTS, LLC | RECORDKEEPER | $20,683 | — | $20,683 |
| COHNREZNICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,675
- Estimated Expense Ratio: 0.819% 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 | $57,807 | $32,558 | — | — | — |
| 2023 | $52,723 | $26,179 | $1,623 | — | — |
| 2022 | $39,865 | $22,089 | $17,776 | — | — |