Plan Snapshot
- Plan Sponsor: Foothill Family Service
- Sponsor EIN: 951690990
- Sponsor Address: 2500 EAST FOOTHILL BLVD STE 300, PASADENA, CA, 91107
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $24.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $24.8M | $714,400 | $1.1M |
| 2023 | 291 | $20.8M | $715,294 | $1.0M |
| 2022 | 279 | $16.3M | $592,513 | $953,250 |
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 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRINGTON GROUP, CPAS, 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 | $57,436 | $3,208 | $53,931 | — | — |
| 2023 | $54,932 | $2,594 | $52,188 | — | — |
| 2022 | $50,789 | — | — | — | — |