Plan Snapshot
- Plan Sponsor: Transitions - Mental Health Association
- Sponsor EIN: 953509040
- Sponsor Address: P.O. BOX 15408, SAN LUIS OBISPO, CA, 93406
- Plan Type: 403(b)
- Total Participants: 239
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 239 | $9.7M | $405,881 | $591,171 |
| 2023 | 243 | $8.3M | $341,248 | $504,533 |
| 2022 | 177 | $6.7M | $307,198 | $444,728 |
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 |
|---|---|---|---|---|
| CALIBER AUDIT & ATTEST LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBER AUDIT & ATTEST 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 | $22,882 | — | $15,531 | — | — |
| 2023 | $9,036 | — | $3,911 | — | — |
| 2022 | $12,191 | — | $3,857 | — | — |