# Comprehensive Care Of Oakland DC Plan
Source: https://planprovider.pro/companies/comprehensive-care-of-oakland-plan

> Comprehensive Care Of Oakland's DC plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Comprehensive Care Of Oakland

- **Sponsor EIN:** 800644044

- **Sponsor Address:** 1833 10TH AVENUE, OAKLAND, CA, 94606

- **Plan Type:** DC

- **Total Participants:** 137

- **Total Assets:** $2.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|137|$2.9M|$142,800|$500,029|

| 2023|127|$2.1M|$0|$448,124|

| 2022|113|$1.4M|$0|$420,053|

## 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|

| WELLS FARGO ADVISORS LLC|ADVISOR|$12,876|—|$12,876|

| ANNE MCCALEB CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANNE MCCALEB CPA, PC](https://planprovider.pro/provider/anne-mccaleb-cpa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,876

- **Estimated Expense Ratio:** 0.440% 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/comprehensive-care-of-oakland-plan)

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