Plan Snapshot
- Plan Sponsor: Owens Valley Career Development Center
- Sponsor EIN: 770222088
- Sponsor Address: 2574 DIAZ LANE, BISHOP, CA, 93514
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $10.3M
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. |
|---|---|---|---|---|
| 2024 | 153 | $10.3M | $464,812 | $442,177 |
| 2023 | 147 | $9.1M | $420,102 | $409,561 |
| 2022 | 139 | $7.7M | $409,071 | $455,517 |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $26,409 | — | $26,409 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,409
- Estimated Expense Ratio: 0.255% 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 | $31,144 | $26,409 | — | — | — |
| 2023 | $33,010 | $24,030 | — | — | — |
| 2022 | $39,727 | — | $39,727 | — | — |