Plan Snapshot
- Plan Sponsor: Santa Catalina Island Conservancy
- Sponsor EIN: 237228407
- Sponsor Address: PO BOX 2739, AVALON, CA, 907042739
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $13.8M
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 | 110 | $13.8M | $565,158 | $529,035 |
| 2023 | 135 | $12.0M | $496,365 | $489,197 |
| 2022 | 99 | $10.0M | $366,411 | $448,933 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, 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 | $3,016 | — | — | — | — |
| 2023 | $1,207 | — | — | — | — |
| 2022 | $962 | — | — | — | — |