Plan Snapshot
- Plan Sponsor: California Supply, INC.
- Sponsor EIN: 953050058
- Sponsor Address: P.O. BOX 3906, GARDENA, CA, 90248
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $18.8M
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 | 89 | $18.8M | $127,128 | $297,942 |
| 2023 | 90 | $18.5M | $141,895 | $309,217 |
| 2022 | 89 | $17.2M | $189,562 | $308,246 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY INSURANCE SERVICES I | BROKER/ADVISER | — | $21,176 | $21,176 |
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,176
- Estimated Expense Ratio: 0.113% 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 | $5,239 | — | $5,239 | — | — |
| 2023 | $4,801 | — | $4,801 | — | — |
| 2022 | $4,594 | — | — | — | $4,594 |