# L.A. Family Housing Corp. 403(b) Plan
Source: https://planprovider.pro/companies/l-a-family-housing-corp-403b-plan

> L.A. Family Housing Corp.'s 403(b) plan: 527 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|

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