# River Oak Center For Children 403(b) Plan
Source: https://planprovider.pro/companies/river-oak-center-for-children-403b-plan

> River Oak Center For Children&#39;s 403(b) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** River Oak Center For Children

- **Sponsor EIN:** 942519001

- **Sponsor Address:** 5445 LAUREL HILLS DR, SACRAMENTO, CA, 95841

- **Plan Type:** 403(b)

- **Total Participants:** 142

- **Total Assets:** $8.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|142|$8.8M|$369,426|$447,652|

| 2023|139|$7.4M|$344,359|$407,181|

| 2022|144|$6.8M|$313,691|$368,596|

## 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|

| CAPFINANCIAL PARTNERS LLC|NONE|$35,674|—|$35,674|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$2,420|$30,830|$33,250|

| HARRINGTON GROUP LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $68,924

- **Estimated Expense Ratio:** 0.780% 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|$38,685|$35,674|$3,011|—|—|

| 2023|$33,956|$29,441|$4,515|—|—|

| 2022|$30,874|$26,947|$3,927|—|—|

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