Plan Snapshot
- Plan Sponsor: Int'L Assn. Of Fire Fighters' Local 809 Pasadena
- Sponsor EIN: 956059562
- Sponsor Address: PO BOX 5102, PASADENA, CA, 911170102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 159
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $9.2M | $648,235 | $0 |
| 2023 | 151 | $8.3M | $568,115 | $0 |
| 2022 | 144 | $7.4M | $561,340 | $0 |
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 |
|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS | Recordkeeper | $72,110 | — | $72,110 |
| THE WAGNER LAW GROUP | ERISA Attorney | $44,940 | — | $44,940 |
| PAYDEN & RYGEL | Other Service Provider | $18,512 | — | $18,512 |
| NEWPORT GROUP CONSULTING LLC | Other Service Provider | $16,000 | — | $16,000 |
| CHERION, INC. | Other Service Provider | $12,000 | — | $12,000 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $9,000 | — | $9,000 |
| MARSH & MCLELLAN AGENCY LLC | Other Service Provider | $7,532 | — | $7,532 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,094
- Estimated Expense Ratio: 1.954% 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 | $187,137 | $34,512 | $72,110 | $9,000 | — |
| 2023 | $259,484 | $32,237 | $70,391 | $10,998 | — |
| 2022 | $155,157 | $14,214 | $40,916 | — | $87,337 |