Plan Snapshot
- Plan Sponsor: C & L Refrigeration Corporation
- Sponsor EIN: 953259945
- Sponsor Address: PO BOX 2319, BREA, CA, 92822
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $13.6M
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 | 134 | $13.6M | $120,659 | $954,849 |
| 2023 | 127 | $11.9M | $125,627 | $912,991 |
| 2022 | 116 | $10.2M | $116,995 | $924,651 |
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 |
|---|---|---|---|---|
| YOUNGER & CO CPA | 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 | $37,587 | $37,587 | — | — | — |
| 2023 | $32,106 | $32,106 | — | — | — |
| 2022 | $32,213 | $32,213 | — | — | — |