# Helen Woodward Animal Center 403(b) Plan
Source: https://planprovider.pro/companies/helen-woodward-animal-center-403b-plan

> Helen Woodward Animal Center's 403(b) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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