# The West Oakland Health Council DC Plan
Source: https://planprovider.pro/companies/the-west-oakland-health-council-plan-001

> The West Oakland Health Council's DC plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Poway Ca Multi-Specialty Asc LLC](https://planprovider.pro/companies/poway-ca-multi-specialty-asc-llc-401k-plan) — 29 participants

- [Stanislaus Surgical Hospital](https://planprovider.pro/companies/stanislaus-surgical-hospital-401k-plan) — 21 participants

- [Ego, INC. Dba Brault](https://planprovider.pro/companies/ego-inc-dba-brault-401k-plan) — 221 participants

- [Northwest Orthopaedic Surgery](https://planprovider.pro/companies/northwest-orthopaedic-surgery-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-west-oakland-health-council-plan-001)

© 2026 PlanProvider.Pro