Plan Snapshot
- Plan Sponsor: Public Policy Institute Of California
- Sponsor EIN: 943207299
- Sponsor Address: 500 WASHINGTON STREET, SUITE 600, SAN FRANCISCO, CA, 94111
- Plan Type: 403(b)
- Total Participants: 104
- Total Assets: $54.0M
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 | 104 | $54.0M | $1.2M | $609,915 |
| 2023 | 98 | $47.2M | $1.2M | $623,476 |
| 2022 | 85 | $38.3M | $1.0M | $342,330 |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE 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 | $53,561 | $6,012 | $47,549 | — | — |
| 2023 | $52,736 | — | $52,036 | — | — |
| 2022 | — | — | — | — | — |