Plan Snapshot
- Plan Sponsor: Exceptional Childrens Foundation
- Sponsor EIN: 951690988
- Sponsor Address: 5350 MACHADO ROAD, CULVER CITY, CA, 90230
- Plan Type: DC
- Total Participants: 357
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 357 | $6.4M | $104,250 | $480,603 |
| 2023 | 364 | $5.9M | $112,194 | $510,090 |
| 2022 | 371 | $5.2M | $109,781 | $501,694 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | SHAREHOLDER SERVICES PRO | $24,286 | — | $24,286 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDEEPER | $21,381 | — | $21,381 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — SHAREHOLDER SERVICES PRO
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,667
- Estimated Expense Ratio: 0.712% 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 | $18,221 | $18,221 | — | — | — |
| 2023 | $12,975 | $12,975 | — | — | — |
| 2022 | $29,110 | $29,110 | — | — | — |