Plan Snapshot
- Plan Sponsor: California Custom Fruits & Flavors, LLC
- Sponsor EIN: 953937623
- Sponsor Address: 15800 TAPIA STREET, IRWINDALE, CA, 91706
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $10.1M
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 | 146 | $10.1M | $334,960 | $591,966 |
| 2023 | 142 | $9.1M | $290,688 | $505,659 |
| 2022 | 131 | $7.9M | $243,414 | $431,282 |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS, CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS, CPAS, INC. — 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 | $1,465 | — | — | — | — |
| 2023 | $870 | — | — | — | — |
| 2022 | $1,273 | — | $1,273 | — | — |