Plan Snapshot
- Plan Sponsor: The Felton Institute
- Sponsor EIN: 941156530
- Sponsor Address: 1005 ATLANTIC AVE, ALAMEDA, CA, 94501
- Plan Type: 403(b)
- Total Participants: 546
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 546 | $9.0M | $234,751 | $1.7M |
| 2023 | 559 | $7.1M | $0 | $1.4M |
| 2022 | 495 | $5.5M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| HARRINGTON GROUP CPAS 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 |
|---|---|---|---|---|---|
| 2024 | $30,035 | $14,999 | $15,036 | — | — |
| 2023 | $17,081 | — | $17,081 | — | — |
| 2022 | $11,101 | — | $11,101 | — | — |