# Northern California Institute For Research And Education 403(b) Plan
Source: https://planprovider.pro/companies/northern-california-institute-for-research-and-education-403b-plan

> Northern California Institute For Research And Education's 403(b) plan: 254 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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