Plan Snapshot
- Plan Sponsor: Camico Mutual Insurance Company
- Sponsor EIN: 770105482
- Sponsor Address: 1800 GATEWAY DRIVE SUITE 200, SAN MATEO, CA, 94404
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $27.2M
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 | 87 | $27.2M | $287,556 | $1.0M |
| 2023 | 90 | $24.7M | $281,041 | $1.0M |
| 2022 | 90 | $21.4M | $276,947 | $960,315 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | Auditor | $17,000 | — | $17,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,000
- Estimated Expense Ratio: 0.062% 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 | $55,742 | $38,742 | — | $17,000 | — |
| 2023 | $43,031 | $36,431 | — | $6,600 | — |
| 2022 | $46,336 | — | $46,336 | — | — |