Plan Snapshot
- Plan Sponsor: Herald Christian Health Center
- Sponsor EIN: 203492620
- Sponsor Address: 3401 AEROJET AVE, EL MONTE, CA, 917312801
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 221 | $11.1M | $448,162 | $1.2M |
| 2023 | 175 | $8.1M | $393,847 | $1.1M |
| 2022 | 111 | $5.5M | $306,689 | $902,865 |
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 |
|---|---|---|---|---|
| K A L L ACCOUNTANCY CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- K A L L ACCOUNTANCY CORPORATION — Auditor
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 | $53,905 | $4,762 | — | — | — |
| 2023 | $38,226 | $3,220 | — | — | — |
| 2022 | $11,786 | — | — | — | — |