Plan Snapshot
- Plan Sponsor: San Fernando Valley Community Mental Health Center, INC.
- Sponsor EIN: 956194487
- Sponsor Address: 16360 ROSCOE BLVD, VAN NUYS, CA, 91406
- Plan Type: 403(b)
- Total Participants: 417
- Total Assets: $24.0M
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. |
|---|---|---|---|---|
| 2025 | 417 | $24.0M | $0 | $0 |
| 2024 | 411 | $21.5M | $0 | $0 |
| 2023 | 404 | $19.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| HOFFMAN SHORT, AN ACCOUNTANCY CORP | 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 |
|---|---|---|---|---|---|
| 2025 | $139,931 | $62,648 | $77,283 | — | — |
| 2024 | $122,588 | $55,194 | $67,394 | — | — |
| 2023 | $131,293 | — | $131,293 | — | — |