# South Coast Children'S Society, INC. 401(k) Plan
Source: https://planprovider.pro/companies/south-coast-children-s-society-inc-401k-plan

> South Coast Children'S Society, INC.'s 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lsl-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/south-coast-children-s-society-inc-401k-plan)

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