Plan Snapshot
- Plan Sponsor: Donor Network West
- Sponsor EIN: 943062436
- Sponsor Address: 12667 ALCOSTA BLVD, SUITE 500, SAN RAMON, CA, 94583
- Plan Type: 403(b)
- Total Participants: 440
- Total Assets: $57.7M
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 | 440 | $57.7M | $2.4M | $3.5M |
| 2023 | 439 | $51.4M | $2.2M | $3.3M |
| 2022 | 404 | $42.6M | $1.9M | $3.0M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | PLAN ADMINISTRATOR | $128,719 | — | $128,719 |
| PENSIONMARK FINANCIAL GROUP | INVESTMENT ADVISOR | $74,361 | — | $74,361 |
| PEERY & ASSOCIATES, INC. | THIRD PARTY ADMINISTRATO | $11,750 | — | $11,750 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — PLAN ADMINISTRATOR
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,830
- Estimated Expense Ratio: 0.372% 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 | $141,293 | — | — | — | — |
| 2023 | $117,571 | — | — | — | — |
| 2022 | $102,016 | — | — | — | — |