Plan Snapshot
- Plan Sponsor: St. Mary & All Angels Christian Church
- Sponsor EIN: 330771131
- Sponsor Address: 7 PURSUIT, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $11.8M
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 | 168 | $11.8M | $399,271 | $699,447 |
| 2023 | 165 | $10.1M | $369,589 | $657,050 |
| 2022 | 165 | $7.9M | $333,372 | $542,768 |
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 |
|---|---|---|---|---|
| DAVIS FARR LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,035 | — | $1,035 | — | — |
| 2023 | $574 | — | $574 | — | — |
| 2022 | $857 | — | $857 | — | — |