Plan Snapshot
- Plan Sponsor: Peninsula Humane Society & Spca
- Sponsor EIN: 941243665
- Sponsor Address: 1450 ROLLINS RD, BURLINGAME, CA, 94010
- Plan Type: 403(b)
- Total Participants: 162
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 162 | $13.6M | $197,144 | $466,708 |
| 2023 | 142 | $11.6M | $183,166 | $405,680 |
| 2022 | 126 | $11.1M | $206,185 | $399,332 |
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 |
|---|---|---|---|---|
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG 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 |
|---|---|---|---|---|---|
| 2024 | $3,328 | — | $3,328 | — | — |
| 2023 | $2,743 | — | $2,743 | — | — |
| 2022 | $2,931 | — | $2,931 | — | — |