Plan Snapshot
- Plan Sponsor: Elwyn California
- Sponsor EIN: 261855027
- Sponsor Address: 3190 S BASCOM AVENUE, SAN JOSE, CA, 95124
- Plan Type: 403(b)
- Total Participants: 848
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 848 | $14.1M | $1.2M | $1.2M |
| 2023 | 929 | $11.7M | $1.0M | $776,014 |
| 2022 | 970 | $9.1M | $893,462 | $613,829 |
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 |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,552 | $27,835 | $5,717 | — | — |
| 2023 | $3,144 | — | $3,144 | — | — |
| 2022 | $4,187 | — | $4,187 | — | — |