Plan Snapshot
- Plan Sponsor: Farmworkers Institute Of Education & Leadership Development, INC.
- Sponsor EIN: 953276531
- Sponsor Address: 122 EAST TEHACHAPI BOULEVARD, TEHACHAPI, CA, 93561
- Plan Type: 403(b)
- Total Participants: 240
- Total Assets: $456,596
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 | 240 | $456,596 | $0 | $255,183 |
| 2023 | 260 | $260,706 | $0 | $190,138 |
| 2022 | 232 | $56,003 | $0 | $57,830 |
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 |
|---|---|---|---|---|
| MICHAEL J. CONKLEY & ASSOCIATES | 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 | $10,045 | — | $10,045 | — | — |
| 2023 | $6,493 | — | $6,493 | — | — |
| 2022 | $689 | — | $689 | — | — |