Plan Snapshot
- Plan Sponsor: Northern California Institute For Research And Education
- Sponsor EIN: 943084159
- Sponsor Address: 4150 CLEMENT ST, SAN FRANCISCO, CA, 941211545
- Plan Type: 403(b)
- Total Participants: 254
- Total Assets: $32.8M
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 | 254 | $32.8M | $769,013 | $1.7M |
| 2023 | 248 | $28.4M | $746,521 | $1.6M |
| 2022 | 227 | $22.0M | $682,190 | $1.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $94,972 | — | $94,972 | — | — |
| 2023 | $105,631 | — | $105,631 | — | — |
| 2022 | $99,675 | — | $99,675 | — | — |