Plan Snapshot
- Plan Sponsor: Henrietta Weill Memorial Child Guidance Clinic
- Sponsor EIN: 951643391
- Sponsor Address: 3628 STOCKDALE HWY, BAKERSFIELD, CA, 933092153
- Plan Type: 403(b)
- Total Participants: 165
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 165 | $5.9M | $359,568 | $248,192 |
| 2023 | 158 | $5.2M | $314,918 | $249,001 |
| 2022 | 145 | $4.2M | $305,925 | $242,283 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS | Investment Advisor | — | $27,666 | $27,666 |
| NORTON JAMES RETIREMENT SERVICES | Recordkeeper | $2,300 | $3,435 | $5,735 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,401
- Estimated Expense Ratio: 0.569% 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 | $3,049 | — | — | — | — |
| 2023 | $4,253 | — | — | — | — |
| 2022 | $3,409 | $3,409 | — | — | — |