Plan Snapshot
- Plan Sponsor: Info Line Of San Diego County
- Sponsor EIN: 331029843
- Sponsor Address: 3860 CALLE FORTUNADA, SAN DIEGO, CA, 92123
- Plan Type: 403(b)
- Total Participants: 294
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 294 | $6.4M | $317,002 | $550,222 |
| 2023 | 296 | $4.8M | $294,171 | $523,243 |
| 2022 | 293 | $3.5M | $266,749 | $479,282 |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS 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 | $8,800 | — | $8,400 | — | — |
| 2023 | $5,325 | $5,325 | — | — | — |
| 2022 | $16,230 | $16,230 | — | — | — |