Plan Snapshot
- Plan Sponsor: Cabrillo Credit Union
- Sponsor EIN: 951968774
- Sponsor Address: PO BOX 261169, SAN DIEGO, CA, 921961169
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 71 | $8.1M | $278,122 | $365,589 |
| 2023 | 69 | $7.0M | $243,433 | $358,930 |
| 2022 | 79 | $5.9M | $238,870 | $337,501 |
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 |
|---|---|---|---|---|
| TURNER, WARREN, HWANG & CONRAD AC | 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 | $44,338 | $7,364 | $31,984 | — | — |
| 2023 | $37,167 | $5,837 | $27,244 | — | — |
| 2022 | $36,462 | $5,533 | $30,929 | — | — |