Plan Snapshot
- Plan Sponsor: Korean Health, Education, Information And Research Center
- Sponsor EIN: 954074660
- Sponsor Address: 3727 W 6TH ST STE 210, LOS ANGELES, CA, 900205108
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 140 | $5.4M | $278,249 | $598,005 |
| 2023 | 127 | $3.9M | $201,136 | $464,756 |
| 2022 | 125 | $3.2M | $226,208 | $502,793 |
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 |
|---|---|---|---|---|
| OZUROVICH & ASSOCIATES | 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 | $1,571 | — | — | — | — |
| 2023 | $606 | — | — | — | — |
| 2022 | $325 | — | — | — | — |