Plan Snapshot
- Plan Sponsor: Single Room Occupancy Housing
- Sponsor EIN: 953909215
- Sponsor Address: 1055 W 7TH ST STE 3250, LOS ANGELES, CA, 900172557
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $7.6M
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 | 220 | $7.6M | $239,610 | $182,365 |
| 2023 | 200 | $6.4M | $233,002 | $201,155 |
| 2022 | 170 | $5.6M | $201,989 | $194,686 |
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 |
|---|---|---|---|---|
| COHNREZNICK 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 | $3,189 | — | — | — | — |
| 2023 | $2,311 | — | — | — | — |
| 2022 | $3,105 | — | — | — | — |