Plan Snapshot
- Plan Sponsor: Humangood Norcal
- Sponsor EIN: 941225374
- Sponsor Address: 1900 HUNTINGTON DRIVE, DUARTE, CA, 91010
- Plan Type: 401(k)
- Total Participants: 5,450
- Total Assets: $157.8M
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 | 5,450 | $157.8M | $5.7M | $12.9M |
| 2023 | 5,047 | $135.0M | $6.6M | $11.6M |
| 2022 | 4,619 | $103.8M | $4.6M | $10.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US 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 | $209,058 | $143,472 | — | — | — |
| 2023 | $218,476 | $111,589 | — | — | — |
| 2022 | $192,154 | $103,536 | — | — | — |