Plan Snapshot
- Plan Sponsor: Dfa Of California
- Sponsor EIN: 940439440
- Sponsor Address: 710 STRIKER AVE., SACRAMENTO, CA, 95834
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 161 | $5.0M | $144,304 | $291,529 |
| 2023 | 143 | $4.8M | $145,365 | $288,591 |
| 2022 | 145 | $3.6M | $142,405 | $274,629 |
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 |
|---|---|---|---|---|
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILBERT CPAS — 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 | $916,940 | — | $650 | — | — |
| 2023 | $37,784 | — | $450 | — | — |
| 2022 | $2,488 | — | — | — | — |