Plan Snapshot
- Plan Sponsor: East Bay Society For The Prevention Of Cruelty To Animals
- Sponsor EIN: 941322202
- Sponsor Address: 8323 BALDWIN STREET, OAKLAND, CA, 94621
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $5.4M
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 | 84 | $5.4M | $147,984 | $334,286 |
| 2023 | 73 | $4.3M | $119,891 | $230,317 |
| 2022 | 67 | $3.5M | $111,490 | $204,027 |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | NONE | $18,419 | — | $18,419 |
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $2,899 | $9,329 | $12,228 |
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES — NONE
- GILBERT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,647
- Estimated Expense Ratio: 0.565% 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 | $21,505 | $18,606 | $2,899 | — | — |
| 2023 | $19,443 | $16,538 | $2,905 | — | — |
| 2022 | $24,245 | $17,131 | $7,114 | — | — |