Plan Snapshot
- Plan Sponsor: South Coast Children'S Society, INC.
- Sponsor EIN: 330521169
- Sponsor Address: 25910 ACERO, SUITE 160, MISSION VIEJO, CA, 92691
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 341 | $3.1M | $0 | $906,008 |
| 2023 | 340 | $2.1M | $0 | $800,756 |
| 2022 | 320 | $1.1M | $0 | $728,161 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $24,772 | — | $24,772 |
| CAMBRIDGE INVESTMENT RESEARCH INC | INVESTMENT ADVISOR | $12,836 | — | $12,836 |
| LANCE, SOLL & LUNGHARD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANCE, SOLL & LUNGHARD, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,608
- Estimated Expense Ratio: 1.198% 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 | $40,518 | $14,020 | — | — | — |
| 2023 | $25,384 | $6,921 | — | — | — |
| 2022 | $19,635 | — | $19,635 | — | — |