Plan Snapshot
- Plan Sponsor: Humane Society Silicon Valley
- Sponsor EIN: 941196215
- Sponsor Address: 901 AMES AVE, MILPITAS, CA, 95035
- Plan Type: 403(b)
- Total Participants: 151
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 151 | $8.6M | $187,991 | $872,213 |
| 2023 | 149 | $7.0M | $169,551 | $829,247 |
| 2022 | 126 | $6.1M | $135,864 | $717,551 |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — 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 | $1,133 | — | $1,133 | — | — |
| 2023 | $1,766 | — | $1,766 | — | — |
| 2022 | $1,004 | — | $1,004 | — | — |