Plan Snapshot
- Plan Sponsor: Friends Of Children With Special
- Sponsor EIN: 770446853
- Sponsor Address: CO LILIAN LIN, FREMONT, CA, 94539
- Plan Type: 401(k)
- Total Participants: 146
- 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 | 146 | $9.6M | $237,724 | $1.3M |
| 2023 | 142 | $7.2M | $176,309 | $1.1M |
| 2022 | 114 | $5.4M | $146,251 | $858,837 |
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 |
|---|---|---|---|---|
| ALAN LEE CPA INC. | 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 | $56,037 | $27,596 | — | — | — |
| 2023 | $4,980 | $4,234 | — | — | — |
| 2022 | $2,222 | — | — | — | — |