Plan Snapshot
- Plan Sponsor: Inland Counties Legal Services, INC
- Sponsor EIN: 956124556
- Sponsor Address: 1040 IOWA AVE, STE 106, RIVERSIDE, CA, 95207
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 159 | $6.3M | $269,273 | $559,636 |
| 2023 | 134 | $5.5M | $235,940 | $503,467 |
| 2022 | 126 | $4.4M | $193,576 | $442,924 |
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 |
|---|---|---|---|---|
| HALLIDAY & COMPANY CPA'S | Auditor | — | — | $0 |
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 | $37,979 | $17,006 | $20,973 | — | — |
| 2023 | $33,103 | $16,137 | $16,966 | — | — |
| 2022 | $33,044 | — | $33,044 | — | — |