Plan Snapshot
- Plan Sponsor: Capital Investments & Ventures Corp
- Sponsor EIN: 952964410
- Sponsor Address: 30151 TOMAS, RANCHO SANTA MARGARITA, CA, 926882125
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $43.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 182 | $43.8M | $526,637 | $1.8M |
| 2023 | 197 | $36.3M | $481,012 | $1.7M |
| 2022 | 187 | $29.4M | $426,552 | $1.5M |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO — 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 | $75,935 | $35,000 | $40,935 | — | — |
| 2023 | $130,208 | $35,000 | $95,208 | — | — |
| 2022 | $130,134 | $37,083 | $93,051 | — | — |