Plan Snapshot
- Plan Sponsor: Southern California Presbyterian Homes
- Sponsor EIN: 951894293
- Sponsor Address: 1900 HUNTINGTON DRIVE, DUARTE, CA, 91010
- Plan Type: DB
- Plan Number: 009
- Total Participants: 21
- Total Assets: $23.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 21 | $23.7M | $0 | $0 |
| 2022 | 197 | $35.6M | $916,667 | $0 |
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 |
|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS INC. | Investment Advisor | $119,594 | — | $119,594 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $84,285 | — | $84,285 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,879
- Estimated Expense Ratio: 0.859% 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 |
|---|---|---|---|---|---|
| 2023 | $257,447 | $119,594 | — | — | — |
| 2022 | $136,696 | $71,824 | $8,464 | — | — |