Plan Snapshot
- Plan Sponsor: California Vocations, INC.
- Sponsor EIN: 680062031
- Sponsor Address: 5910 CLARK RD, STE T, PARADISE, CA, 95969
- Plan Type: 403(b)
- Total Participants: 164
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 164 | $2.1M | $47,690 | $121,797 |
| 2023 | 131 | $2.1M | $50,894 | $164,254 |
| 2022 | 163 | $1.7M | $57,661 | $172,623 |
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 |
|---|---|---|---|---|
| HARRINGTON GROUP CPAS LLP | 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 | $2,822 | — | $2,822 | — | — |
| 2023 | $3,061 | — | $3,061 | — | — |
| 2022 | $3,393 | — | $3,393 | — | — |