Plan Snapshot
- Plan Sponsor: St. Joseph Center
- Sponsor EIN: 953874381
- Sponsor Address: 204 HAMPTON DRIVE, VENICE, CA, 90291
- Plan Type: 403(b)
- Total Participants: 320
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 320 | $5.2M | $490,440 | $417,007 |
| 2023 | 472 | $4.1M | $506,157 | $436,425 |
| 2022 | 493 | $3.3M | $506,157 | $552,252 |
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 |
|---|---|---|---|---|
| NATIONWIDE | NONE | $22,314 | — | $22,314 |
| TRANSAMERICA FINANCIAL ADVISORS INC | NONE | — | $21,076 | $21,076 |
| PROACCOUNT | NONE | $10,692 | — | $10,692 |
| GREEN HASSON & JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — NONE
- TRANSAMERICA FINANCIAL ADVISORS INC — NONE
- PROACCOUNT — NONE
- GREEN HASSON & JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,082
- Estimated Expense Ratio: 1.047% 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 | $32,265 | — | — | — | — |
| 2023 | $37,685 | — | — | — | — |
| 2022 | — | — | — | — | — |