# Institute For Human And Social Development 401(k) Plan
Source: https://planprovider.pro/companies/institute-for-human-and-social-development-942920286-001

> Institute For Human And Social Development's 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Institute For Human And Social Development

- **Sponsor EIN:** 942920286

- **Sponsor Address:** 370 SAN BRUNO WEST, SAN BRUNO, CA, 94066

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 153

- **Total Assets:** $21.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|153|$21.0M|$2.2M|$240,646|

| 2023|155|$17.3M|$897,585|$197,946|

| 2022|133|$14.4M|$676,185|$164,195|

## 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|

| STRATOS WEALTH PARTNERS LTD|Other Service Provider|—|$7,054|$7,054|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,054

- **Estimated Expense Ratio:** 0.034% 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|$150|—|$100|—|—|

| 2023|$150|—|$100|—|—|

| 2022|$300|—|—|—|—|

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