Plan Snapshot
- Plan Sponsor: Fresno Police Officers Association
- Sponsor EIN: 776132047
- Sponsor Address: 994 N VAN NESS, FRESNO, CA, 937283428
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 859
- Total Assets: $861,463
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 | 859 | $861,463 | $0 | $256,808 |
| 2023 | 832 | $784,616 | $0 | $236,720 |
| 2022 | 825 | $705,940 | $0 | $212,642 |
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 |
|---|---|---|---|---|
| PEACE OFFICERS RESEARCH ASSOCIATION | Recordkeeper | $124,776 | — | $124,776 |
| OVIEDO LAW GROUP INC | ERISA Attorney | $74,740 | — | $74,740 |
| BAERG & ASSOCIATES, LLP | Other Service Provider | $17,181 | — | $17,181 |
| E. MARSHALL HODGKINS | ERISA Attorney | $16,793 | — | $16,793 |
| RAINS LUCIA STERN ST. PHALLE & SILV | ERISA Attorney | $7,675 | — | $7,675 |
| PATRICK HALTER | Other Service Provider | $6,250 | — | $6,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $247,415
- Estimated Expense Ratio: 28.720% 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 | $161,895 | $4,938 | $124,776 | — | — |
| 2023 | $171,532 | $3,801 | $119,635 | — | — |
| 2022 | $146,843 | $3,684 | $107,809 | — | $10,269 |