Plan Snapshot
- Plan Sponsor: Educational Media Foundation
- Sponsor EIN: 942816342
- Sponsor Address: 5700 WEST OAKS BLVD., ROCKLIN, CA, 95765
- Plan Type: 401(k)
- Total Participants: 505
- Total Assets: $47.9M
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 | 505 | $47.9M | $1.6M | $3.0M |
| 2023 | 464 | $42.7M | $1.6M | $3.3M |
| 2022 | 464 | $33.8M | $1.4M | $3.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,631 | — | $6,631 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,631
- Estimated Expense Ratio: 0.014% 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 | $6,634 | — | — | — | — |
| 2023 | $6,064 | — | — | — | — |
| 2022 | $5,569 | — | — | — | — |