Plan Snapshot
- Plan Sponsor: Koinonia Foster Homes INC.
- Sponsor EIN: 942792265
- Sponsor Address: P.O. BOX 1403, LOOMIS, CA, 95650
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $10.1M
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 | 302 | $10.1M | $212,958 | $601,970 |
| 2023 | 292 | $8.2M | $213,239 | $502,507 |
| 2022 | 256 | $6.7M | $203,783 | $484,300 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $24,470 | $23,398 | $1,072 | — | — |
| 2023 | $19,439 | $18,573 | $866 | — | — |
| 2022 | $1,096 | — | $1,096 | — | — |