Plan Snapshot
- Plan Sponsor: Didi Hirsch Mental Health Services
- Sponsor EIN: 951816023
- Sponsor Address: 4760 SOUTH SEPULVEDA BLVD., CULVER CITY, CA, 902304888
- Plan Type: 403(b)
- Total Participants: 774
- Total Assets: $43.9M
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 | 774 | $43.9M | $1.2M | $2.2M |
| 2023 | 705 | $39.0M | $1.1M | $2.0M |
| 2022 | 661 | $33.4M | $947,612 | $1.8M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | — | $32,000 | $32,000 |
| DIDI HIRSCH MENTAL HEALTH SERVICES | SERVICE PROVIDER | $11,775 | — | $11,775 |
| GREEN HASSON & JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISOR
- GREEN HASSON & JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,775
- Estimated Expense Ratio: 0.100% 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 | $72,043 | — | $72,043 | — | — |
| 2023 | $60,265 | $1,606 | — | — | — |
| 2022 | $52,011 | — | — | — | $52,011 |