Plan Snapshot
- Plan Sponsor: Good Samaritan Shelter
- Sponsor EIN: 770133375
- Sponsor Address: PO BOX 5908, SANTA MARIA, CA, 934565908
- Plan Type: 401(k)
- Total Participants: 338
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 338 | $6.0M | $504,153 | $645,374 |
| 2023 | 259 | $4.3M | $362,874 | $472,522 |
| 2022 | 209 | $3.4M | $285,919 | $409,190 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $8,865 | — | $8,865 |
| NOVOTNY CPA GROUP PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- NOVOTNY CPA GROUP PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,865
- Estimated Expense Ratio: 0.148% 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 | $9,680 | $346 | $8,474 | — | — |
| 2023 | $7,850 | $184 | $6,806 | — | — |
| 2022 | $8,508 | $250 | $8,258 | — | — |