# East Bay Society For The Prevention Of Cruelty To Animals 401(k) Plan
Source: https://planprovider.pro/companies/east-bay-society-for-the-prevention-of-cruelty-to-animals-401k-plan

> East Bay Society For The Prevention Of Cruelty To Animals's 401(k) plan: 84 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 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](https://planprovider.pro/provider/sentinel-group) — NONE

- [GILBERT CPAS](https://planprovider.pro/provider/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|—|—|

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