# Social And Environmental Entrepreneurs 401(k) Plan
Source: https://planprovider.pro/companies/social-and-environmental-entrepreneurs-401k-plan

> Social And Environmental Entrepreneurs's 401(k) plan: 457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY (PPT

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/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|—|—|—|—|—|

## Similar Plans

- [Adonis Health INC.](https://planprovider.pro/companies/adonis-health-inc-401k-plan) — 446 participants

- [Western States Office & Professional Emp](https://planprovider.pro/companies/western-states-office-professional-pension-fund-plan) — 469 participants

- [Trustees Of The Ocu Pension Trust](https://planprovider.pro/companies/trustees-of-the-ocu-pension-trust-plan) — 538 participants

- [Eventbrite, INC.](https://planprovider.pro/companies/eventbrite-inc-401k-plan) — 362 participants

- [Mcp Services, INC.](https://planprovider.pro/companies/mcp-services-inc-401k-plan) — 361 participants

- [Twenty4seven Hotels Corporation](https://planprovider.pro/companies/twenty4seven-hotels-corporation-401k-plan) — 753 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/social-and-environmental-entrepreneurs-401k-plan)

© 2026 PlanProvider.Pro