Plan Snapshot
- Plan Sponsor: California Commercial Investment Group, INC.
- Sponsor EIN: 201630741
- Sponsor Address: 4530 E. THOUSAND OAKS BOULEVARD, WESTLAKE VILLAGE, CA, 91362
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 352 | $4.8M | $71,591 | $555,232 |
| 2023 | 363 | $4.0M | $61,538 | $479,853 |
| 2022 | 346 | $3.1M | $50,981 | $419,684 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
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 | $3,288 | — | $3,288 | — | — |
| 2023 | $3,869 | — | $3,869 | — | — |
| 2022 | $6,232 | — | — | — | $6,232 |