Plan Snapshot
- Plan Sponsor: Cambro Manufacturing Company
- Sponsor EIN: 951987119
- Sponsor Address: 5801 SKYLAB ROAD, HUNTINGTON BEACH, CA, 92647
- Plan Type: 401(k)
- Total Participants: 859
- Total Assets: $70.0M
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 | 859 | $70.0M | $1.4M | $5.2M |
| 2023 | 846 | $62.8M | $1.3M | $5.0M |
| 2022 | 832 | $54.1M | $1.2M | $4.4M |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $74,844 | — | $74,844 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $74,318 | — | $74,318 |
| LSL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LSL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,162
- Estimated Expense Ratio: 0.213% 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 | $149,162 | $74,844 | — | — | — |
| 2023 | $127,526 | $65,125 | — | — | — |
| 2022 | $172,295 | — | — | — | — |