Plan Snapshot
- Plan Sponsor: Cabi LLC
- Sponsor EIN: 200571574
- Sponsor Address: 3840 KILROY AIRPORT WAY - SUITE 500, LONG BEACH, CA, 90806
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $16.7M
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 | 216 | $16.7M | $588,018 | $1.0M |
| 2023 | 234 | $15.2M | $523,674 | $936,120 |
| 2022 | 206 | $12.3M | $547,823 | $904,231 |
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 |
|---|---|---|---|---|
| MACIAS GINI & O'CONNELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS GINI & O'CONNELL LLP — Auditor
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 | $37,135 | $17,719 | $18,556 | — | — |
| 2023 | $34,365 | $19,101 | $1,277 | — | — |
| 2022 | $33,787 | $18,539 | $15,248 | — | — |