# Elwyn California 403(b) Plan
Source: https://planprovider.pro/companies/elwyn-california-403b-plan

> Elwyn California's 403(b) plan: 848 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPFINANCIAL PARTNERS LLC|NONE|$27,835|—|$27,835|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$9,616|$17,159|$26,775|

| NFP RETIREMENT INC.|NONE|—|$13,230|$13,230|

| BDO USA P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — NONE

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,840

- **Estimated Expense Ratio:** 0.482% 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|$33,552|$27,835|$5,717|—|—|

| 2023|$3,144|—|$3,144|—|—|

| 2022|$4,187|—|$4,187|—|—|

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