Plan Snapshot
- Plan Sponsor: Calif Commerce Club, INC. Dba Commerce Casino
- Sponsor EIN: 953757220
- Sponsor Address: 6131 TELEGRAPH RD, COMMERCE, CA, 900402501
- Plan Type: 401(k)
- Total Participants: 2,002
- Total Assets: $134.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,002 | $134.7M | $1.4M | $8.4M |
| 2023 | 1,891 | $121.0M | $1.1M | $6.6M |
| 2022 | 1,669 | $107.8M | $973,144 | $5.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $152,270 | — | $152,270 |
| NFP RETIREMENT, INC. | INV ADV, PARTICIPANTS | $65,568 | $21,856 | $87,424 |
| RUBINBROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT, INC. — INV ADV, PARTICIPANTS
- RUBINBROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $239,694
- Estimated Expense Ratio: 0.178% 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 | $217,876 | $65,568 | $152,308 | — | — |
| 2023 | $127,737 | $43,712 | $84,025 | — | — |
| 2022 | $159,611 | — | $159,611 | — | — |