Plan Snapshot
- Plan Sponsor: Options For Learning
- Sponsor EIN: 953602641
- Sponsor Address: 2934 E GARVEY AVE S STE 301, WEST COVINA, CA, 917912192
- Plan Type: 401(k)
- Total Participants: 1,178
- Total Assets: $23.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,178 | $23.9M | $0 | $0 |
| 2024 | 999 | $18.9M | $2.1M | $2.3M |
| 2023 | 938 | $12.9M | $1.7M | $1.9M |
| 2022 | 901 | $7.8M | $1.3M | $1.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 |
|---|---|---|---|---|---|
| 2025 | $18,423 | — | — | — | — |
| 2024 | $33,691 | — | — | — | — |
| 2023 | $29,386 | — | — | — | — |
| 2022 | $323,311 | — | — | — | — |