Plan Snapshot
- Plan Sponsor: The West Oakland Health Council
- Sponsor EIN: 941667294
- Sponsor Address: 700 ADELINE ST, OAKLAND, CA, 946072608
- Plan Type: DC
- Total Participants: 115
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 115 | $6.6M | $265,880 | $0 |
| 2023 | 123 | $6.3M | $92,694 | $0 |
| 2022 | 130 | $6.3M | $152,731 | $0 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES 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 | $150,325 | — | $150,325 | — | — |
| 2023 | $41,068 | — | — | — | — |
| 2022 | $43,386 | — | — | — | — |