Plan Snapshot
- Plan Sponsor: L & A Care Corporation Dba Roze Room Hospice
- Sponsor EIN: 954643592
- Sponsor Address: 18107 SHERMAN WAY SUITE 100, RESEDA, CA, 91335
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $12.1M
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 | 137 | $12.1M | $260,088 | $523,616 |
| 2023 | 131 | $10.5M | $432,799 | $765,951 |
| 2022 | 120 | $8.4M | $335,097 | $656,346 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERV | INVESTMENT ADVISOR | $37,046 | — | $37,046 |
| LAWRENCE R. MITCHELL & CO., CPA'S | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,046
- Estimated Expense Ratio: 0.305% 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 | $32,037 | — | $32,037 | — | — |
| 2023 | $32,487 | — | $32,487 | — | — |
| 2022 | $35,979 | — | $35,979 | — | — |