Plan Snapshot
- Plan Sponsor: Califia Farms, LLC
- Sponsor EIN: 474273426
- Sponsor Address: 1019 E. 4TH PLACE, SUITE 100, LOS ANGELES, CA, 90013
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 307 | $25.9M | $1.8M | $2.5M |
| 2023 | 303 | $21.0M | $1.7M | $2.3M |
| 2022 | 325 | $15.4M | $1.6M | $2.2M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | NONE | $71,697 | — | $71,697 |
| PROACCOUNT | NONE | $45,290 | — | $45,290 |
| ASSURED PARTNERS NORTHEAST, LLC | NONE | $8,749 | — | $8,749 |
| MOSS ADAMS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,736
- Estimated Expense Ratio: 0.486% 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 | $126,810 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |