Plan Snapshot
- Plan Sponsor: Ace Clearwater Enterprises
- Sponsor EIN: 952136491
- Sponsor Address: 19815 MAGELLAN DR., TORRANCE, CA, 90502
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $9.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 136 | $9.2M | $0 | $309,680 |
| 2023 | 128 | $8.4M | $0 | $311,365 |
| 2022 | 122 | $6.7M | $0 | $335,944 |
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 |
|---|---|---|---|---|
| CAMBALIZA MCGEE 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 | $43,204 | $43,204 | — | — | — |
| 2023 | $8,256 | $8,256 | — | — | — |
| 2022 | $7,611 | $7,611 | — | — | — |