Plan Snapshot
- Plan Sponsor: Earthjustice
- Sponsor EIN: 941730465
- Sponsor Address: 180 STEUART ST, SAN FRANCISCO, CA, 94105
- Plan Type: 403(b)
- Total Participants: 654
- Total Assets: $142.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 654 | $142.5M | $8.1M | $8.0M |
| 2023 | 564 | $115.4M | $6.4M | $7.2M |
| 2022 | 557 | $86.5M | $5.5M | $5.7M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORD-KEEPER | $17,726 | — | $17,726 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,726
- Estimated Expense Ratio: 0.012% 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 | $17,915 | — | — | — | — |
| 2023 | $14,045 | — | $8,666 | — | — |
| 2022 | $14,423 | — | — | — | $14,423 |