Plan Snapshot
- Plan Sponsor: Southern California Institute Of Architecture
- Sponsor EIN: 952789388
- Sponsor Address: 960 EAST 3RD STREET, LOS ANGELES, CA, 90013
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $21.1M
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 | 98 | $21.1M | $573,077 | $967,414 |
| 2023 | 109 | $17.7M | $572,775 | $912,166 |
| 2022 | 110 | $14.1M | $555,680 | $896,705 |
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 |
|---|---|---|---|---|
| FINANCIAL SENSE SECURITIES, INC | INVESTMENT ADVISORY | — | $76,695 | $76,695 |
| NATIONWIDE | INVESTMENT ADVISORY | $50,234 | — | $50,234 |
| NATIONAL BENEFITS SERRVICES LLC | TPA | $2,152 | $9,232 | $11,384 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — INVESTMENT ADVISORY
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,313
- Estimated Expense Ratio: 0.654% 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 | $2,642 | — | $2,642 | — | — |
| 2023 | $95,425 | $134 | $94,993 | — | — |
| 2022 | $2,282 | — | — | — | $2,282 |