Plan Snapshot
- Plan Sponsor: Girl Scouts, San Diego-Imperial Council, INC.
- Sponsor EIN: 951644585
- Sponsor Address: 1231 UPAS ST, SAN DIEGO, CA, 92103
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 120 | $5.1M | $222,912 | $449,006 |
| 2023 | 105 | $4.1M | $196,651 | $387,691 |
| 2022 | 115 | $3.3M | $174,836 | $360,245 |
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 |
|---|---|---|---|---|
| COHNREZNICK | 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 | $2,148 | — | — | — | — |
| 2023 | $8,918 | — | — | — | — |
| 2022 | $8,006 | — | $8,006 | — | — |