Plan Snapshot
- Plan Sponsor: Mckinley Children'S Center
- Sponsor EIN: 952016696
- Sponsor Address: 180 E. VIA VERDE AVE., SAN DIMAS, CA, 91773
- Plan Type: 403(b)
- Total Participants: 497
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 497 | $12.6M | $422,326 | $1.4M |
| 2023 | 439 | $12.1M | $273,134 | $1.1M |
| 2022 | 300 | $10.0M | $286,634 | $847,477 |
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 |
|---|---|---|---|---|
| VASQUEZ & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VASQUEZ & COMPANY 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 | $84,534 | — | $84,534 | — | — |
| 2023 | $67,442 | — | $67,442 | — | — |
| 2022 | $70,103 | — | $70,103 | — | — |