# C. J. Segerstrom & Sons 401(k) Plan
Source: https://planprovider.pro/companies/c-j-segerstrom-sons-401k-plan

> C. J. Segerstrom & Sons's 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C. J. Segerstrom & Sons

- **Sponsor EIN:** 951877493

- **Sponsor Address:** 3315 FAIRVIEW ROAD, COSTA MESA, CA, 92626

- **Plan Type:** 401(k)

- **Total Participants:** 355

- **Total Assets:** $76.7M

## 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|355|$76.7M|$2.0M|$2.2M|

| 2023|293|$66.3M|$1.8M|$2.2M|

| 2022|298|$58.1M|$1.8M|$2.2M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,405|—|$8,405|

| THOMAS H. RIDGE, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,405

- **Estimated Expense Ratio:** 0.011% 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|-$1,813|$8,405|—|—|—|

| 2023|$294|$12,663|—|—|—|

| 2022|$21,996|$16,683|—|—|—|

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