Plan Snapshot
- Plan Sponsor: Palo Alto Veterans Institute For Research
- Sponsor EIN: 770207331
- Sponsor Address: 3801 MIRANDA AVENUE, PALO ALTO, CA, 94304
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $40.2M
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 | 181 | $40.2M | $1.1M | $1.5M |
| 2023 | 191 | $34.8M | $918,302 | $1.4M |
| 2022 | 191 | $29.7M | $791,438 | $1.2M |
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 |
|---|---|---|---|---|
| BPM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM — 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 |
|---|---|---|---|---|---|
| 2024 | $62,154 | $48,829 | $13,325 | — | — |
| 2023 | $56,720 | $43,037 | $13,683 | — | — |
| 2022 | $51,117 | — | $51,117 | — | — |