Plan Snapshot
- Plan Sponsor: Front Porch Communities And Services
- Sponsor EIN: 954538269
- Sponsor Address: 800 N. BRAND BLVD 19TH FLOOR, GLENDALE, CA, 91203
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 2,900
- Total Assets: $127.4M
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 | 2,900 | $127.4M | $3.3M | $8.4M |
| 2023 | 2,672 | $123.9M | $4.6M | $7.6M |
| 2022 | 2,837 | $78.0M | $4.7M | $7.4M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO. | Other Service Provider | $96,479 | — | $96,479 |
| WELLS FARGO | Other Service Provider | $74,715 | — | $74,715 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,194
- Estimated Expense Ratio: 0.134% 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 | $227,148 | $74,715 | $152,433 | — | — |
| 2023 | $214,117 | $62,587 | $151,530 | — | — |
| 2022 | $294,025 | — | $294,025 | — | — |