Plan Snapshot
- Plan Sponsor: The Childrens Clinic Serving Children And Their Families
- Sponsor EIN: 951643332
- Sponsor Address: 701 EAST 28TH STREET, SUITE 412, LONG BEACH, CA, 908061701
- Plan Type: DC
- Total Participants: 438
- Total Assets: $32.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 438 | $32.4M | $1.2M | $1.5M |
| 2023 | 368 | $28.0M | $1.2M | $1.4M |
| 2022 | 404 | $22.9M | $1.1M | $1.4M |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY LLP — Auditor
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 | $131,593 | $53,903 | $76,056 | — | — |
| 2023 | $113,690 | $40,724 | $72,966 | — | — |
| 2022 | $110,033 | — | $110,033 | — | — |