Plan Snapshot
- Plan Sponsor: L.A. Family Housing Corp.
- Sponsor EIN: 953920560
- Sponsor Address: 7817 LANKERSHIM BOULEVARD, NORTH HOLLYWOOD, CA, 91605
- Plan Type: 403(b)
- Total Participants: 527
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 527 | $5.7M | $56,014 | $693,216 |
| 2023 | 556 | $4.9M | $322,265 | $706,501 |
| 2022 | 506 | $3.8M | $252,332 | $692,624 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $46,235 | — | $46,235 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $19,475 | — | $19,475 |
| INDEPENDENT FINANCIAL GROUP, LLC | NONE | $9,727 | — | $9,727 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,437
- Estimated Expense Ratio: 1.328% 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 | $75,437 | $29,202 | $46,235 | — | — |
| 2023 | $64,623 | $24,236 | $40,387 | — | — |
| 2022 | $61,190 | $60,238 | — | — | $952 |