# East Bay Asian Local Development Corporation DC Plan
Source: https://planprovider.pro/companies/east-bay-asian-local-development-corporation-plan-001

> East Bay Asian Local Development Corporation&#39;s DC plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|—|—|—|

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