Plan Snapshot
- Plan Sponsor: Cal Coast Machinery, INC.
- Sponsor EIN: 953058711
- Sponsor Address: 617 S. BLOSSER ROAD, SANTA MARIA, CA, 93456
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 116 | $13.0M | $146,933 | $591,949 |
| 2023 | 107 | $11.4M | $131,000 | $538,486 |
| 2022 | 117 | $10.1M | $135,502 | $517,967 |
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 |
|---|---|---|---|---|
| BARTLETT, PRINGLE & WOLF, LLP | 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 | $3,850 | — | $3,850 | — | — |
| 2023 | $1,655 | — | — | — | — |
| 2022 | $4,025 | — | — | — | — |