Plan Snapshot
- Plan Sponsor: Canoga Perkins Corporation
- Sponsor EIN: 952421137
- Sponsor Address: 20600 PRAIRIE STREET, CHATSWORTH, CA, 91311
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 96 | $21.5M | $0 | $561,938 |
| 2023 | 81 | $21.4M | $0 | $499,917 |
| 2022 | 84 | $22.8M | $0 | $421,279 |
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 |
|---|---|---|---|---|
| MCCLAIN, SMITH & WENZ, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCLAIN, SMITH & WENZ, PC — Auditor
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 | $3,123,003 | — | -$36,530 | — | — |
| 2023 | $5,877,210 | — | -$38,819 | — | — |
| 2022 | -$43,788 | — | — | — | — |