Plan Snapshot
- Plan Sponsor: The Redwoods A Community Of Seniors
- Sponsor EIN: 237085414
- Sponsor Address: 40 CAMINO ALTO, MILL VALLEY, CA, 949412943
- Plan Type: 403(b)
- Total Participants: 172
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 172 | $6.1M | $134,403 | $442,276 |
| 2023 | 156 | $5.4M | $83,031 | $316,650 |
| 2022 | 144 | $5.2M | $43,225 | $330,158 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $7,780 | — | $7,780 | — | — |
| 2023 | $7,315 | — | $7,315 | — | — |
| 2022 | $8,040 | — | $8,040 | — | — |