Plan Snapshot
- Plan Sponsor: East Bay Asian Local Development Corporation
- Sponsor EIN: 510171851
- Sponsor Address: 1825 SAN PABLO AVENUE, OAKLAND, CA, 94612
- Plan Type: DC
- Total Participants: 142
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 142 | $5.8M | $72,843 | $628,384 |
| 2023 | 144 | $5.1M | $0 | $543,568 |
| 2022 | 140 | $4.5M | $0 | $590,813 |
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 |
|---|---|---|---|---|
| NATIONWIDE | RECORDKEEPER | $22,759 | $3,058 | $25,817 |
| WORLD INVESTMENT ADVISORS, LLC | FINANCIAL ADVISOR | $21,324 | — | $21,324 |
| PEERY & ASSCOAITES, INC. | TPA | $6,459 | — | $6,459 |
| BRINKER CAPITAL INVESTMENTS | INVESTMENT ADVISOR | $6,115 | — | $6,115 |
| JOHANSON & YAU | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,715
- Estimated Expense Ratio: 1.025% 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 | $58,122 | — | — | — | — |
| 2023 | $50,055 | $27,214 | — | — | — |
| 2022 | $47,669 | $47,669 | — | — | — |