Plan Snapshot
- Plan Sponsor: California Casualty Management Company
- Sponsor EIN: 940575650
- Sponsor Address: 1875 S. GRANT STREET, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Total Participants: 568
- Total Assets: $115.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 568 | $115.4M | $996,605 | $2.0M |
| 2023 | 579 | $115.6M | $676,505 | $2.4M |
| 2022 | 639 | $116.8M | $2.0M | $3.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $33,671 | — | $33,671 |
| CBIZ CPAS P.C. | ACCOUNTANT/AUDITOR | $19,621 | — | $19,621 |
| ORRICK HERRINGTON SUTCLIFFE LLP | ATTORNEY/LEGAL | $13,031 | — | $13,031 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,323
- Estimated Expense Ratio: 0.057% 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 | $68,457 | $33,671 | — | $19,621 | — |
| 2023 | $59,974 | $36,847 | — | $20,584 | — |
| 2022 | $87,578 | $53,821 | — | — | — |