Plan Snapshot
- Plan Sponsor: Rescue Agency Public Benefit, LLC
- Sponsor EIN: 471335192
- Sponsor Address: 2437 MORENA BLVD., SAN DIEGO, CA, 92110
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 215 | $13.1M | $507,171 | $1.5M |
| 2023 | 266 | $10.3M | $514,216 | $1.4M |
| 2022 | 228 | $7.1M | $394,437 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | INVESTMENT ADVISORY | — | $32,976 | $32,976 |
| LAVINE, LOFGREN, MORRIS & ENGELBERG | AUDITOR | $16,175 | — | $16,175 |
| LAVINE LOFGREN MORRIS ENGELBERG LLP | Auditor | $16,175 | — | $16,175 |
| VOYA RETIREMENT INS AND ANNUITY CO | SERVICE PROVIDER | $8,640 | — | $8,640 |
| CBIZ BENEFITS AND INSURANCE SERVICE | THIRD PARTY ADMIN | — | $5,576 | $5,576 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,542
- Estimated Expense Ratio: 0.608% 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 | $29,069 | $11,069 | $1,675 | $16,175 | — |
| 2023 | $17,703 | — | $8,703 | $9,000 | — |
| 2022 | $20,952 | — | — | — | $20,952 |