Plan Snapshot
- Plan Sponsor: Fresno Deputy Sheriffs Assoc., INC.
- Sponsor EIN: 237377560
- Sponsor Address: 1360 VAN NESS, FRESNO, CA, 93721
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 696
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 696 | $3.0M | $8.3M | $2.8M |
| 2023 | 576 | $2.7M | $7.2M | $3.3M |
| 2022 | 744 | $2.2M | $6.5M | $3.1M |
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 |
|---|---|---|---|---|
| HILLS RENAUT HOMEN & HUGHES | 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 | $103,309 | $27,837 | — | — | — |
| 2023 | $95,307 | $24,076 | — | — | — |
| 2022 | $132,099 | $23,418 | — | — | — |