Plan Snapshot
- Plan Sponsor: Core Community Organized Relief Effort
- Sponsor EIN: 271703237
- Sponsor Address: 910 N HILL ST, LOS ANGELES, CA, 90012
- Plan Type: 403(b)
- Total Participants: 406
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 406 | $3.7M | $386,189 | $584,207 |
| 2023 | 384 | $2.7M | $766,154 | $679,100 |
| 2022 | 276 | $1.1M | $115,457 | $385,086 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | Other Service Provider | $23,508 | — | $23,508 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,508
- Estimated Expense Ratio: 0.642% 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 | $28,357 | $23,508 | $4,849 | — | — |
| 2023 | $39,481 | $18,683 | $20,798 | — | — |
| 2022 | $2,782 | $1,927 | $855 | — | — |