Plan Snapshot
- Plan Sponsor: Side By Side
- Sponsor EIN: 941156301
- Sponsor Address: 300 SUNNYHILLS DR, SAN ANSELMO, CA, 949601909
- Plan Type: 403(b)
- Total Participants: 108
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $5.6M | $0 | $400,246 |
| 2023 | 105 | $4.8M | $0 | $350,685 |
| 2022 | 96 | $4.4M | $0 | $301,850 |
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 |
|---|---|---|---|---|
| HARRINGTON GROUP CPAS 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 | $2,466 | — | — | — | — |
| 2023 | $997 | — | — | — | — |
| 2022 | $1,774 | — | — | — | — |