Plan Snapshot
- Plan Sponsor: Family Resource & Referral Center Of San Joaquin
- Sponsor EIN: 941691503
- Sponsor Address: 3127 TRANSWORLD DR SUITE 100, STOCKTON, CA, 952064988
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 198 | $13.0M | $317,955 | $425,562 |
| 2023 | 177 | $11.2M | $273,867 | $368,854 |
| 2022 | 153 | $9.4M | $251,095 | $361,180 |
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 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $1,045 | — | — | — | — |
| 2023 | $733 | — | — | — | — |
| 2022 | $1,996 | — | $1,231 | — | — |