Plan Snapshot
- Plan Sponsor: Opco Ca Skilled Mgmt INC.
- Sponsor EIN: 825482388
- Sponsor Address: 4525 WILSHIRE BOULEVARD, LOS ANGELES, CA, 90010
- Plan Type: 401(k)
- Total Participants: 4,521
- Total Assets: $5.8M
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 | 4,521 | $5.8M | $0 | $1.1M |
| 2023 | 4,701 | $3.8M | $0 | $893,781 |
| 2022 | 2,967 | $2.7M | $1,797 | $858,714 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $50,490 | — | $50,490 |
| PEASE BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,490
- Estimated Expense Ratio: 0.863% 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 | $53,925 | $1,708 | $6,673 | — | — |
| 2023 | $37,273 | $1,170 | $5,250 | — | — |
| 2022 | $36,527 | $1,027 | $35,500 | — | — |