# Northern California Retired Officers Community 401(k) Plan
Source: https://planprovider.pro/companies/northern-california-retired-officers-community-401k-plan

> Northern California Retired Officers Community's 401(k) plan: 372 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 Retired Officers Community

- **Sponsor EIN:** 680317185

- **Sponsor Address:** 2600 ESTATES DRIVE, FAIRFIELD, CA, 94533

- **Plan Type:** 401(k)

- **Total Participants:** 372

- **Total Assets:** $16.3M

## 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|372|$16.3M|$578,005|$1.4M|

| 2023|283|$13.5M|$505,641|$1.4M|

| 2022|268|$11.5M|$506,288|$1.4M|

## 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|

| ARBOR POINT ADVISORS|ADVISOR|$42,883|—|$42,883|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$31,357|—|$31,357|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $74,240

- **Estimated Expense Ratio:** 0.456% 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|$76,380|$45,023|—|—|—|

| 2023|$62,638|$35,543|—|—|—|

| 2022|$62,388|—|—|—|—|

## Similar Plans

- [Activcare Living INC.](https://planprovider.pro/companies/activcare-living-inc-401k-plan) — 365 participants

- [Abam Services, LLC](https://planprovider.pro/companies/abam-services-llc-401k-plan) — 383 participants

- [Elder Care Alliance](https://planprovider.pro/companies/elder-care-alliance-401k-plan) — 389 participants

- [G And E Healthcare Services, LLC](https://planprovider.pro/companies/g-and-e-healthcare-services-llc-401k-plan) — 344 participants

- [Casa Pacifica](https://planprovider.pro/companies/casa-pacifica-401k-plan) — 407 participants

- [O'Connor Woods](https://planprovider.pro/companies/o-connor-woods-403b-plan) — 329 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northern-california-retired-officers-community-401k-plan)

© 2026 PlanProvider.Pro