Plan Snapshot
- Plan Sponsor: Sierra Vista Child And Family Services
- Sponsor EIN: 942158023
- Sponsor Address: 1600 N. CARPENTER ROAD, BLDG B, MODESTO, CA, 95351
- Plan Type: 403(b)
- Total Participants: 229
- Total Assets: $13.9M
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 | 229 | $13.9M | $247,880 | $599,552 |
| 2023 | 254 | $12.0M | $219,928 | $632,245 |
| 2022 | 258 | $10.3M | $110,770 | $547,570 |
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, CPA'S, 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 | $1,310 | — | $1,310 | — | — |
| 2023 | $1,689 | — | $1,689 | — | — |
| 2022 | $2,017 | — | $2,017 | — | — |