# Widows & Orphans Aid Association Of The Police Dept Of Health & Welfare Plan
Source: https://planprovider.pro/companies/widows-orphans-aid-association-of-the-police-dept-of-940981411-501

> Widows & Orphans Aid Association Of The Police Dept Of's Health & Welfare plan: 1,468 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Widows & Orphans Aid Association Of The Police Dept Of

- **Sponsor EIN:** 940981411

- **Sponsor Address:** PO BOX 4247, SAN RAFAEL, CA, 949134247

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,468

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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.|

| 2025|1,468|$10.9M|$0|$0|

| 2024|1,505|$10.0M|$0|$291,179|

| 2023|1,583|$9.1M|$0|$299,935|

| 2022|1,696|$8.2M|$0|$306,068|

## 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|

| CHARLES SCHWAB|Investment Advisor|$62,243|—|$62,243|

| CLIFTONLARSONALLEN, LLP|Auditor|$30,434|—|$30,434|

| DEAN TAYLOR|Other Service Provider|$23,400|—|$23,400|

| MARK MCDONOUGH|Other Service Provider|$23,400|—|$23,400|

| SALLY FOSTER|Other Service Provider|$23,400|—|$23,400|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $162,877

- **Estimated Expense Ratio:** 1.491% 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|

| 2025|$901,211|$62,243|—|$31,454|—|

| 2024|$173,190|$56,859|—|$29,590|—|

| 2023|$167,865|$50,034|—|$27,765|—|

| 2022|$162,072|$52,697|—|—|$27,519|

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