Plan Snapshot
- Plan Sponsor: Rescue Mission Alliance
- Sponsor EIN: 237278002
- Sponsor Address: 315 NORTH A STREET, OXNARD, CA, 930304901
- Plan Type: 403(b)
- Total Participants: 195
- Total Assets: $4.6M
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 | 195 | $4.6M | $228,179 | $361,174 |
| 2023 | 237 | $4.2M | $232,113 | $338,423 |
| 2022 | 223 | $3.4M | $208,392 | $278,487 |
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 |
|---|---|---|---|---|
| CAPIN CROUSE | 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 | $27,877 | — | $27,877 | — | — |
| 2023 | $23,515 | — | $23,515 | — | — |
| 2022 | $20,452 | — | $20,452 | — | — |