# Info Line Of San Diego County 403(b) Plan
Source: https://planprovider.pro/companies/info-line-of-san-diego-county-403b-plan

> Info Line Of San Diego County's 403(b) plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aldrich-cpas-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/info-line-of-san-diego-county-403b-plan)

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