Plan Snapshot
- Plan Sponsor: California Insurance Guarantee Association
- Sponsor EIN: 952786361
- Sponsor Address: 330 NORTH BRAND BOULEVARD 5TH FLOOR, GLENDALE, CA, 91203
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $40.7M
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 | 130 | $40.7M | $1.2M | $1.5M |
| 2023 | 132 | $36.4M | $1.2M | $1.4M |
| 2022 | 146 | $33.1M | $1.2M | $1.4M |
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 | $11,925 | — | $11,925 |
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: $11,925
- Estimated Expense Ratio: 0.029% 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 | $67,907 | $55,982 | — | $11,925 | — |
| 2023 | $62,270 | $50,570 | — | $11,700 | — |
| 2022 | $64,138 | $51,638 | — | — | $12,500 |