Plan Snapshot
- Plan Sponsor: Disability Rights California
- Sponsor EIN: 942505916
- Sponsor Address: 1831 K STREET, SACRAMENTO, CA, 958114114
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $42.8M
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 | 333 | $42.8M | $1.9M | $1.8M |
| 2023 | 343 | $36.7M | $1.7M | $1.8M |
| 2022 | 331 | $33.1M | $1.5M | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $54,701 | — | $54,701 |
| BANK OF AMERICA NA | INVESTMENT ADVISORY | $43,401 | — | $43,401 |
| BENEFIT RESOURCES, INC. | TPA | $25,558 | — | $25,558 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,660
- Estimated Expense Ratio: 0.289% 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 | $123,648 | $43,401 | $25,558 | — | — |
| 2023 | $80,098 | $38,734 | -$4,800 | — | — |
| 2022 | $130,530 | $80,308 | $30,422 | — | $19,800 |