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: 245
- Total Assets: $22.7M
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 | 245 | $22.7M | $383,731 | $615,558 |
| 2023 | 261 | $21.8M | $268,490 | $726,117 |
| 2022 | 287 | $20.9M | $640,453 | $927,308 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | $19,621 | — | $19,621 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,621
- Estimated Expense Ratio: 0.086% 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 | $41,048 | $10,229 | — | $19,621 | — |
| 2023 | $65,335 | $9,195 | — | $17,269 | — |
| 2022 | $62,053 | $8,039 | — | — | — |