Plan Snapshot
- Plan Sponsor: California Regional Multiple Listing Services, INC.
- Sponsor EIN: 954245299
- Sponsor Address: 15325 FAIRFIELD RANCH RD, STE 200, CHINO HILLS, CA, 91709
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 119 | $6.3M | $349,656 | $532,316 |
| 2023 | 123 | $8.0M | $348,439 | $817,633 |
| 2022 | 118 | $6.2M | $277,924 | $614,525 |
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 |
|---|---|---|---|---|
| WILSHIRE ASSOCIATES | Investment Advisor | $20,819 | — | $20,819 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,819
- Estimated Expense Ratio: 0.330% 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 | $31,352 | $28,278 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |