Plan Snapshot
- Plan Sponsor: Interfaith Community Services, INC.
- Sponsor EIN: 953837714
- Sponsor Address: 550 W WASHINGTON AVE STE B, ESCONDIDO, CA, 920251643
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $7.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 298 | $7.4M | $399,215 | $671,811 |
| 2023 | 280 | $5.8M | $318,049 | $574,155 |
| 2022 | 270 | $4.5M | $285,464 | $505,800 |
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 |
|---|---|---|---|---|
| CAMBALIZA MCGEE LLP | 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 | $4,453 | — | — | — | — |
| 2023 | $2,331 | — | — | — | — |
| 2022 | $2,363 | — | — | — | — |