# Owens Valley Career Development Center 401(k) Plan
Source: https://planprovider.pro/companies/owens-valley-career-development-center-401k-plan

> Owens Valley Career Development Center's 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/owens-valley-career-development-center-401k-plan)

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