Plan Snapshot
- Plan Sponsor: Vca Consultants, INC.
- Sponsor EIN: 275244933
- Sponsor Address: 1845 W. ORANGEWOOD AVE, SUITE 200, ORANGE, CA, 928681853
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $17.6M | $199,189 | $646,106 |
| 2023 | 139 | $16.6M | $230,078 | $735,509 |
| 2022 | 136 | $14.0M | $195,579 | $633,320 |
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 |
|---|---|---|---|---|
| MATTHEW A. BRADLEY DBA RBA | INVESTMENT ADVISOR / INVESTMENT ADVISOR PLAN | $2,290,235 | — | $2,290,235 |
| SECURED RETIREMENT ADMINISTRATORS,I | CONTRACT ADMINISTRATOR | $17,100 | — | $17,100 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORD KEEPER | $15,149 | — | $15,149 |
| DAVID L. BUCK, CPA | AUDITOR | $7,006 | — | $7,006 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L. BUCK, CPA — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,329,490
- Estimated Expense Ratio: 13.213% of plan assets
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 | $62,157 | — | — | — | — |
| 2023 | $59,962 | — | — | — | — |
| 2022 | $57,948 | — | $57,948 | — | — |