Plan Snapshot
- Plan Sponsor: Pilgrim Place In Claremont
- Sponsor EIN: 951691301
- Sponsor Address: 625 MAYFLOWER ROAD, CLAREMONT, CA, 91711
- Plan Type: 403(b)
- Total Participants: 237
- Total Assets: $8.1M
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 | 237 | $8.1M | $227,494 | $554,849 |
| 2023 | 206 | $7.5M | $227,020 | $515,802 |
| 2022 | 217 | $6.3M | $227,890 | $540,965 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $36,861 | — | $36,861 |
| INDEPENDENT FINANCIAL GROUP, LLC | NONE | $27,259 | — | $27,259 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,120
- Estimated Expense Ratio: 0.793% 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 | $64,120 | $27,259 | $36,861 | — | — |
| 2023 | $57,739 | — | $57,739 | — | — |
| 2022 | $57,245 | — | $57,245 | — | — |