# Workers' Compensation Insurance Rating Bureau Of California 401(k) Plan
Source: https://planprovider.pro/companies/workers-compensation-insurance-rating-bureau-of-california-401k-plan

> Workers' Compensation Insurance Rating Bureau Of California's 401(k) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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