Plan Snapshot
- Plan Sponsor: California Marine Cleaning
- Sponsor EIN: 330150041
- Sponsor Address: 2049 MAIN ST, SAN DIEGO, CA, 92113
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 215 | $2.7M | $0 | $396,275 |
| 2023 | 122 | $2.1M | $0 | $471,371 |
| 2022 | 171 | $1.6M | $0 | $417,340 |
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 |
|---|---|---|---|---|
| WEDBUSH SECURITIES INC. | INVESTMENT/FINANCIAL ADVI | $11,444 | — | $11,444 |
| CONSIDINE & CONSIDINE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,444
- Estimated Expense Ratio: 0.425% 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 | $13,385 | $11,445 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $7,599 | — | — | — | — |