Plan Snapshot
- Plan Sponsor: Five Acres-The Boys & Girls Aid Society Of La Los Angeles County
- Sponsor EIN: 951647810
- Sponsor Address: 760 W. MOUNTAIN VIEW STREET, ALTADENA, CA, 91001
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 507
- Total Assets: $29.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 507 | $29.2M | $0 | $0 |
| 2024 | 369 | $24.9M | $849,277 | $1.1M |
| 2023 | 360 | $21.2M | $781,264 | $1.0M |
| 2022 | 363 | $17.6M | $754,959 | $932,639 |
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 |
|---|---|---|---|---|
| D A DAVIDSON & CO | Investment Advisor | $63,496 | — | $63,496 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $16,173 | $59 | $16,232 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $8,048 | — | $8,048 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,776
- Estimated Expense Ratio: 0.301% 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 |
|---|---|---|---|---|---|
| 2025 | $2,045,579 | — | $87,717 | — | — |
| 2024 | $63,946 | — | $63,946 | — | — |
| 2023 | $51,995 | — | $51,995 | — | — |
| 2022 | $8,909 | — | $8,909 | — | — |