Plan Snapshot
- Plan Sponsor: California Payroll Group
- Sponsor EIN: 462561662
- Sponsor Address: 29501 CANWOOD STREET # 200, AGOURA HILLS, CA, 91301
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $8.1M
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 | 296 | $8.1M | $294,449 | $719,320 |
| 2023 | 271 | $6.8M | $246,753 | $620,910 |
| 2022 | 258 | $5.2M | $235,578 | $552,210 |
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 |
|---|---|---|---|---|
| HEDMAN PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEDMAN PARTNERS LLP — Auditor
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 | $30,268 | $2,840 | $27,428 | — | — |
| 2023 | $22,419 | $2,516 | $19,903 | — | — |
| 2022 | $18,628 | $1,270 | $7,402 | — | $9,956 |