Plan Snapshot
- Plan Sponsor: Share Our Selves Corporation
- Sponsor EIN: 953222316
- Sponsor Address: 20151 SW BIRCH ST, NEWPORT BEACH, CA, 92660
- Plan Type: 403(b)
- Total Participants: 178
- Total Assets: $7.0M
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. |
|---|---|---|---|---|
| 2024 | 178 | $7.0M | $290,366 | $652,139 |
| 2023 | 163 | $5.6M | $256,597 | $604,363 |
| 2022 | 150 | $4.4M | $221,207 | $495,480 |
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 |
|---|---|---|---|---|
| LSL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSL, LLP — 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 | $10,357 | — | $10,357 | — | — |
| 2023 | $4,750 | — | $4,750 | — | — |
| 2022 | $1,937 | — | $1,937 | — | — |