Plan Snapshot
- Plan Sponsor: Uplift Family Services D/B/A Pacific Clinics
- Sponsor EIN: 942295953
- Sponsor Address: 800 SOUTH SANTA ANITA AVENUE, ARCADIA, CA, 910063536
- Plan Type: 403(b)
- Plan Number: 008
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2022 | 0 | $0 | -$163,412 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $55,980 | — | $55,980 |
| NFP RETIREMENT, INC. | Investment Advisor | $28,500 | — | $28,500 |
| RSM US LLP | Auditor | $16,800 | — | $16,800 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,357 | — | $7,357 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,637
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 |
|---|---|---|---|---|---|
| 2022 | $108,637 | $35,857 | $55,980 | — | $16,800 |