Plan Snapshot
- Plan Sponsor: Mountain View Child Care, INC.
- Sponsor EIN: 330578888
- Sponsor Address: 1720 MOUNTAIN VIEW AVE., LOMA LINDA, CA, 92354
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $8.2M
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 | 292 | $8.2M | $213,523 | $611,416 |
| 2023 | 305 | $7.2M | $195,207 | $604,272 |
| 2022 | 307 | $6.1M | $197,757 | $617,772 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $25,974 | — | $25,974 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $20,260 | — | $20,260 |
| MONARCH CORPORATE ADVISORS | Investment Advisor | $18,562 | — | $18,562 |
| ASCENSUS HOLDINGS INC DBA | Other Service Provider | $8,457 | — | $8,457 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,253
- Estimated Expense Ratio: 0.897% 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 | $73,306 | $38,875 | $8,457 | — | — |
| 2023 | $72,515 | $47,565 | $24,950 | — | — |
| 2022 | $66,894 | — | $66,894 | — | — |