Plan Snapshot
- Plan Sponsor: Pomeroy Recreation & Rehabilitation Center
- Sponsor EIN: 941394025
- Sponsor Address: 207 SKYLINE BLVD., SAN FRANCISCO, CA, 94132
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $3.1M
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 | 132 | $3.1M | $153,856 | $409,049 |
| 2023 | 130 | $2.4M | $138,185 | $342,407 |
| 2022 | 127 | $1.8M | $132,931 | $283,146 |
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 |
|---|---|---|---|---|
| HARRINGTON GROUP, CPA'S LLP | Auditor | — | — | $0 |
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 | $8,533 | — | — | — | — |
| 2023 | $5,670 | $4,178 | — | — | — |
| 2022 | $1,895 | — | — | — | — |