Plan Snapshot
- Plan Sponsor: Life Services Alternatives INC.
- Sponsor EIN: 043642025
- Sponsor Address: 260 W HAMILTON AVE, CAMPBELL, CA, 95008
- Plan Type: 403(b)
- Total Participants: 268
- Total Assets: $7.1M
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 | 268 | $7.1M | $143,598 | $585,943 |
| 2023 | 244 | $5.9M | $138,984 | $550,932 |
| 2022 | 270 | $4.6M | $133,167 | $534,918 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $2,110 | — | $2,110 | — | — |
| 2023 | $1,455 | — | $1,455 | — | — |
| 2022 | $1,110 | — | $1,110 | — | — |