Plan Snapshot
- Plan Sponsor: Social And Environmental Entrepreneurs
- Sponsor EIN: 954116679
- Sponsor Address: 23564 CALABASAS ROAD, SUITE 201, CALABASAS, CA, 91302
- Plan Type: 401(k)
- Total Participants: 457
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 457 | $3.7M | $234,245 | $804,360 |
| 2023 | 331 | $2.8M | $270,167 | $742,727 |
| 2022 | 461 | $1.4M | $323,507 | $504,685 |
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 |
|---|---|---|---|---|
| PROACCOUNT | INVESTMENT ADVISORY (PPT | $7,269 | — | $7,269 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — INVESTMENT ADVISORY (PPT
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,269
- Estimated Expense Ratio: 0.198% 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 | $37,490 | — | $37,490 | — | — |
| 2023 | $6,216 | — | $6,216 | — | — |
| 2022 | — | — | — | — | — |