Plan Snapshot
- Plan Sponsor: Deputy Sheriffs' Assn Of Stanislaus Cnty
- Sponsor EIN: 942900060
- Sponsor Address: P O BOX 582445, MODESTO, CA, 95358
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 936
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 936 | $24.6M | $638,420 | $1.7M |
| 2023 | 925 | $21.1M | $584,788 | $1.5M |
| 2022 | 902 | $17.4M | $561,163 | $1.5M |
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 |
|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | Other Service Provider | $178,582 | — | $178,582 |
| CHANDLER ASSET MANAGEMENT | Other Service Provider | $44,387 | — | $44,387 |
| TRUCKER HUSS APC | ERISA Attorney | $38,608 | — | $38,608 |
| MOSS ADAMS LLP | Other Service Provider | $32,686 | — | $32,686 |
| THE HOUSE OF PRINTING | Other Service Provider | $7,052 | — | $7,052 |
| CURCIO WEBB LLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRUCKER HUSS APC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $306,315
- Estimated Expense Ratio: 1.243% 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 | $347,594 | $44,387 | $178,582 | $32,686 | — |
| 2023 | $345,264 | $37,967 | $156,902 | $30,869 | — |
| 2022 | $360,391 | $35,917 | $156,792 | — | $112,337 |