Plan Snapshot
- Plan Sponsor: Optimist Boys' Home And Ranch
- Sponsor EIN: 951643340
- Sponsor Address: 6957 N FIGUEROA ST, LOS ANGELES, CA, 900421245
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 290 | $15.4M | $239,815 | $377,851 |
| 2023 | 288 | $13.9M | $228,952 | $345,543 |
| 2022 | 280 | $13.1M | $215,317 | $436,124 |
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 |
|---|---|---|---|---|
| HARRINGTON GROUPS, LLC | 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 | $2,849 | — | — | — | — |
| 2023 | $1,784 | — | — | — | — |
| 2022 | $1,981 | — | — | — | — |