Plan Snapshot
- Plan Sponsor: San Diego Youth Services
- Sponsor EIN: 952648050
- Sponsor Address: 1255 WING ST STE 550, SAN DIEGO, CA, 921104641
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $10.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 293 | $10.5M | $144,568 | $425,435 |
| 2023 | 274 | $8.9M | $117,756 | $409,162 |
| 2022 | 258 | $7.5M | $93,432 | $418,620 |
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 |
|---|---|---|---|---|
| LEAF & COLE, 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 | $2,369 | — | — | — | — |
| 2023 | $633 | — | — | — | — |
| 2022 | $1,137 | — | — | — | — |