Plan Snapshot
- Plan Sponsor: The Arc Of Ventura County, INC
- Sponsor EIN: 952266987
- Sponsor Address: 5103 WALKER ST, VENTURA, CA, 930037358
- Plan Type: 403(b)
- Total Participants: 202
- Total Assets: $13.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 202 | $13.0M | $267,502 | $390,698 |
| 2023 | 223 | $11.5M | $289,975 | $417,058 |
| 2022 | 187 | $10.2M | $299,604 | $385,143 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $6,323 | — | $6,323 |
| MCGOWAN GUNTERMANN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCGOWAN GUNTERMANN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,323
- Estimated Expense Ratio: 0.049% 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 | $4,849 | — | — | — | — |
| 2023 | $2,345 | — | — | — | — |
| 2022 | $3,276 | — | — | — | — |