Plan Snapshot
- Plan Sponsor: California Overland, Ltd.
- Sponsor EIN: 412017493
- Sponsor Address: 213 INDUSTRIAL CT., WABASHA, MN, 55981
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $6.2M
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 | 193 | $6.2M | $249,112 | $833,816 |
| 2023 | 186 | $5.2M | $249,669 | $736,183 |
| 2022 | 170 | $4.0M | $223,809 | $670,973 |
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 |
|---|---|---|---|---|
| SMITH SCHAFER & ASSOCIATES, LTD | Auditor | — | — | $0 |
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 | $47,206 | — | $47,206 | — | — |
| 2023 | $11,073 | — | $11,073 | — | — |
| 2022 | $10,417 | — | $10,417 | — | — |