Plan Snapshot
- Plan Sponsor: Seneca Family Of Agencies
- Sponsor EIN: 942971761
- Sponsor Address: 8945 GOLF LINKS ROAD, OAKLAND, CA, 94605
- Plan Type: 403(b)
- Total Participants: 1,554
- Total Assets: $58.7M
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 | 1,554 | $58.7M | $2.4M | $7.0M |
| 2023 | 1,515 | $45.1M | $1.1M | $6.3M |
| 2022 | 1,541 | $33.5M | $1.4M | $5.4M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $53,566 | $907 | $54,473 |
| GILMORE & ASSOCIATES CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,473
- Estimated Expense Ratio: 0.093% 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 | $54,527 | — | $54,527 | — | — |
| 2023 | $56,922 | — | $56,922 | — | — |
| 2022 | $64,830 | — | $64,830 | — | — |