# Humangood Norcal 401(k) Plan
Source: https://planprovider.pro/companies/humangood-norcal-401k-plan

> Humangood Norcal's 401(k) plan: 5,450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BURNHAM GIBSON WEALTH ADVISORS|ADVISOR|$142,972|—|$142,972|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$65,586|—|$65,586|

| BAKER TILLY, US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BAKER TILLY, US LLP](https://planprovider.pro/provider/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:** $208,558

- **Estimated Expense Ratio:** 0.132% 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|$209,058|$143,472|—|—|—|

| 2023|$218,476|$111,589|—|—|—|

| 2022|$192,154|$103,536|—|—|—|

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