Plan Snapshot
- Plan Sponsor: Eviction Defense Collaborative
- Sponsor EIN: 943342323
- Sponsor Address: 976 MISSION STREET, SAN FRANCISCO, CA, 94103
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 138
- Total Assets: $3.7M
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. |
|---|---|---|---|---|
| 2025 | 138 | $3.7M | $0 | $0 |
| 2024 | 88 | $2.7M | $231,094 | $419,897 |
| 2023 | 98 | $2.0M | $242,063 | $364,200 |
| 2022 | 86 | $1.3M | $181,308 | $388,968 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $203,543 | $1,346 | — | — | — |
| 2024 | $1,704 | — | — | — | — |
| 2023 | $163,995 | — | — | — | — |
| 2022 | $113,530 | — | — | — | — |