# Conard House, INC. 403(b) Plan
Source: https://planprovider.pro/companies/conard-house-inc-403b-plan

> Conard House, INC.'s 403(b) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conard House, INC.

- **Sponsor EIN:** 941489356

- **Sponsor Address:** 1385 MISSION STREET, STE. 200, SAN FRANCISCO, CA, 94103

- **Plan Type:** 403(b)

- **Total Participants:** 163

- **Total Assets:** $7.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|163|$7.1M|$82,299|$429,160|

| 2023|138|$7.3M|$94,099|$470,493|

| 2022|127|$6.4M|$93,869|$470,245|

## 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|

| LINCOLN NATIONAL CORPORATION|TRUST CUSTODIAN|$49,374|—|$49,374|

| PENSIONMARK FINANCIAL GROUP, LLC|ADVISOR|$27,078|—|$27,078|

| COHNREZNICK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — TRUST CUSTODIAN

- [COHNREZNICK, LLP](https://planprovider.pro/provider/goldman-sachs) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,452

- **Estimated Expense Ratio:** 1.083% 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|$49,825|—|$49,825|—|—|

| 2023|$51,805|—|$51,805|—|—|

| 2022|$48,231|—|$48,231|—|—|

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