Plan Snapshot
- Plan Sponsor: Community Action Partnership Of Ker
- Sponsor EIN: 952402760
- Sponsor Address: 1300 18TH STREET STE 200, BAKERSFIELD, CA, 93301
- Plan Type: 403(b)
- Total Participants: 1,108
- Total Assets: $11.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,108 | $11.3M | $1,790 | $1.5M |
| 2023 | 930 | $9.1M | $0 | $1.2M |
| 2022 | 911 | $7.2M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| DANIELLS PHILLIPS VAUGHN & BOCK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELLS PHILLIPS VAUGHN & BOCK — 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 | $71,996 | — | $71,996 | — | — |
| 2023 | $59,394 | $11,495 | $47,899 | — | — |
| 2022 | $58,589 | — | $58,589 | — | — |