Plan Snapshot
- Plan Sponsor: C.G. Roxane
- Sponsor EIN: 680207100
- Sponsor Address: PO DRAWER A, OLANCHA, CA, 93549
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 388 | $31.6M | $571,135 | $1.6M |
| 2023 | 387 | $28.1M | $541,000 | $1.4M |
| 2022 | 374 | $23.2M | $494,819 | $1.3M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT, INC. | INVESTMENT/FINANCIAL ADVI | $52,384 | — | $52,384 |
| ADP, INC. | RECORD KEEPER | $39,249 | — | $39,249 |
| WITHUMSMITHBROWN, PC | ACCOUNTANT | $16,588 | — | $16,588 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- WITHUMSMITHBROWN, PC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,221
- Estimated Expense Ratio: 0.343% 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 | $82,550 | — | — | — | — |
| 2023 | $87,471 | $52,877 | — | — | — |
| 2022 | $76,567 | — | — | — | — |