Plan Snapshot
- Plan Sponsor: Episcopal Community Services
- Sponsor EIN: 951945256
- Sponsor Address: 401 MILE OF CARS WAY, STE 350, NATIONAL CITY, CA, 91950
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 410 | $14.7M | $620,978 | $1.1M |
| 2023 | 418 | $13.7M | $593,604 | $968,599 |
| 2022 | 388 | $11.8M | $556,941 | $846,918 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $81,883 | $28,430 | $53,453 | — | — |
| 2023 | $72,709 | $25,131 | $47,578 | — | — |
| 2022 | $74,738 | $24,262 | $50,476 | — | — |