Plan Snapshot
- Plan Sponsor: Foundation For Early Childhood Education INC.
- Sponsor EIN: 952462664
- Sponsor Address: 3450 E SIERRA MADRE BLVD, PASADENA, CA, 91107
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 148
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 148 | $9.6M | $504,479 | $202,588 |
| 2023 | 150 | $8.8M | $493,810 | $216,706 |
| 2022 | 134 | $7.8M | $483,724 | $198,497 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $600 | $32,546 | $33,146 |
| ALERA GROUP INC | Investment Advisor | — | $10,545 | $10,545 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA GROUP INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,691
- Estimated Expense Ratio: 0.457% 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 |
|---|---|---|---|---|---|
| 2024 | $600 | — | $600 | — | — |
| 2023 | $800 | — | $800 | — | — |
| 2022 | $747 | — | $747 | — | — |