Plan Snapshot
- Plan Sponsor: Seiu Local 521
- Sponsor EIN: 208192637
- Sponsor Address: 2302 ZANKER ROAD, SAN JOSE, CA, 95131
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 122 | $9.4M | $271,488 | $524,929 |
| 2023 | 114 | $9.2M | $258,643 | $458,275 |
| 2022 | 115 | $7.8M | $251,017 | $467,069 |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
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 | $5,087 | — | $5,087 | — | — |
| 2023 | $4,441 | — | $4,441 | — | — |
| 2022 | $3,438 | — | $3,438 | — | — |