Plan Snapshot
- Plan Sponsor: Inclusive Education And Commun
- Sponsor EIN: 270039995
- Sponsor Address: 2323 ROOSEVELT BLVD APT 3, OXNARD, CA, 930354480
- Plan Type: 401(k)
- Total Participants: 294
- Total Assets: $3.8M
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 | 294 | $3.8M | $0 | $285,137 |
| 2023 | 219 | $3.6M | $0 | $315,232 |
| 2022 | 194 | $3.4M | $1 | $343,154 |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM 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 | $33,679 | $5,761 | $9,558 | — | — |
| 2023 | $12,388 | $1,638 | $9,890 | — | — |
| 2022 | $15,240 | $8,663 | $6,577 | — | — |