# Seneca Family Of Agencies 403(b) Plan
Source: https://planprovider.pro/companies/seneca-family-of-agencies-403b-plan

> Seneca Family Of Agencies's 403(b) plan: 1,554 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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