Plan Snapshot
- Plan Sponsor: Workers' Compensation Insurance Rating Bureau Of California
- Sponsor EIN: 940358760
- Sponsor Address: ONE MONTGOMERY STREET, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $54.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 166 | $54.9M | $1.0M | $2.2M |
| 2023 | 162 | $47.3M | $1.1M | $2.2M |
| 2022 | 160 | $44.8M | $989,088 | $2.1M |
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 |
|---|---|---|---|---|
| WITHUM-SMITH+BROWN, PC | Auditor | $10,192 | — | $10,192 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM-SMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,192
- Estimated Expense Ratio: 0.019% 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 | $100,380 | $63,909 | — | $10,192 | — |
| 2023 | $103,305 | — | $46,290 | $16,456 | — |
| 2022 | $100,623 | — | $9,416 | — | $24,686 |