Plan Snapshot
- Plan Sponsor: California Metals Coalition
- Sponsor EIN: 954609615
- Sponsor Address: 2941 W WARREN LANE, EL DORADO HILLS, CA, 95762
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,194
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,194 | $1.4M | $0 | $0 |
| 2024 | 1,230 | $1.5M | $9.3M | $0 |
| 2023 | 1,122 | $1.4M | $9.7M | $17,947 |
| 2022 | 1,662 | $1.5M | $12.3M | $36,079 |
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 |
|---|---|---|---|---|
| GALLAGHER BEN SERV INC | Investment Advisor | $625,078 | — | $625,078 |
| ARTHUR J GALLAGHER US | Recordkeeper | $395,833 | — | $395,833 |
| CLIFTONLARSONALLEN LLP | Auditor | $28,342 | — | $28,342 |
| EMPLOYEE BENEFITS LAW GRP | ERISA Attorney | $19,551 | — | $19,551 |
| PIXA | Other Service Provider | $12,947 | — | $12,947 |
| CHAMPION RISK | Investment Advisor | $12,127 | — | $12,127 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,093,878
- Estimated Expense Ratio: 75.473% 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 |
|---|---|---|---|---|---|
| 2025 | $10,349,242 | — | $437,500 | $28,342 | — |
| 2024 | $1,034,502 | — | $322,871 | $29,017 | — |
| 2023 | $1,016,267 | — | $311,828 | $25,600 | — |
| 2022 | $1,258,971 | — | $502,512 | — | $693,948 |