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)
- Plan Number: 001
- Total Participants: 141
- Total Assets: $25.0M
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. |
|---|---|---|---|---|
| 2025 | 141 | $25.0M | $0 | $0 |
| 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 | Investment Advisor | — | $81,453 | $81,453 |
| NATIONWIDE | Investment Advisor | — | $81,453 | $81,453 |
| NATIONAL BENEFITS SERRVICES LLC | Recordkeeper | $1,939 | $11,201 | $13,140 |
| LEAFHOUSE FINANCIAL ADVISORS,LLC | Investment Advisor | $8,821 | — | $8,821 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,867
- Estimated Expense Ratio: 0.741% 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 |
|---|---|---|---|---|---|
| 2025 | $969,711 | — | $13,459 | — | — |
| 2024 | $2,642 | — | $2,642 | — | — |
| 2023 | $95,425 | $134 | $94,993 | — | — |
| 2022 | $2,282 | — | — | — | $2,282 |