Plan Snapshot
- Plan Sponsor: Helen Woodward Animal Center
- Sponsor EIN: 237228287
- Sponsor Address: 6523 HELEN WOODWARD WAY, SUITE 100, RANCHO SANTA FE, CA, 92067
- Plan Type: 403(b)
- Total Participants: 183
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 183 | $7.4M | $226,665 | $515,689 |
| 2023 | 180 | $6.2M | $209,812 | $472,141 |
| 2022 | 176 | $4.9M | $154,024 | $406,031 |
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 |
|---|---|---|---|---|
| CONSIDINE & CONSIDINE | 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 | $50,223 | $24,046 | $26,177 | — | — |
| 2023 | $40,145 | $19,053 | $21,092 | — | — |
| 2022 | $41,453 | — | $41,453 | — | — |