Plan Snapshot
- Plan Sponsor: Veterans Village Of San Diego
- Sponsor EIN: 953649525
- Sponsor Address: 4141 PACIFIC HIGHWAY, SAN DIEGO, CA, 921102030
- Plan Type: 403(b)
- Total Participants: 124
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 124 | $2.1M | $132,926 | $136,952 |
| 2023 | 107 | $2.0M | $106,756 | $110,404 |
| 2022 | 72 | $1.8M | $65,268 | $89,498 |
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 |
|---|---|---|---|---|
| LEAF & COLE 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 | $549 | — | $549 | — | — |
| 2023 | $849 | — | $849 | — | — |
| 2022 | $1,578 | — | $1,578 | — | — |