Plan Snapshot
- Plan Sponsor: Golden Rain Foundation Of Walnut Creek, A Nonprofit Mutual Benefit C
- Sponsor EIN: 941655715
- Sponsor Address: P.O. BOX 2070, WALNUT CREEK, CA, 945950987
- Plan Type: DB
- Plan Number: 001
- Total Participants: 28
- Total Assets: $51.2M
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. |
|---|---|---|---|---|
| 2023 | 28 | $51.2M | $0 | $0 |
| 2022 | 33 | $48.9M | $500,000 | $0 |
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 |
|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES, INC. | Investment Advisor | $50,061 | — | $50,061 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,061
- Estimated Expense Ratio: 0.098% 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 |
|---|---|---|---|---|---|
| 2023 | $195,592 | — | — | — | — |
| 2022 | $151,289 | — | $11,081 | — | — |