Plan Snapshot
- Plan Sponsor: Society Of St Vincent De Paul Council Of Los Angeles
- Sponsor EIN: 951644622
- Sponsor Address: 210 N. AVENUE 21, LOS ANGELES, CA, 90031
- Plan Type: 403(b)
- Total Participants: 103
- Total Assets: $4.7M
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 | 103 | $4.7M | $100,638 | $221,022 |
| 2023 | 106 | $4.1M | $95,856 | $229,237 |
| 2022 | 120 | $3.5M | $89,751 | $228,299 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $16,018 | $326 | $16,344 |
| GENEOS WEALTH MANAGEMENT, INC. | Investment Advisor | $9,161 | — | $9,161 |
| PENSION ASSURANCE LLP | Auditor | $6,466 | — | $6,466 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,971
- Estimated Expense Ratio: 0.683% 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 | $32,962 | — | $32,962 | — | — |
| 2023 | $41,891 | — | $41,891 | — | — |
| 2022 | $50,000 | — | $50,000 | — | — |