# California Overland, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/california-overland-ltd-401k-plan

> California Overland, Ltd.'s 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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