# Exceptional Childrens Foundation DC Plan
Source: https://planprovider.pro/companies/exceptional-childrens-foundation-plan

> Exceptional Childrens Foundation's DC plan: 357 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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