Plan Snapshot
- Plan Sponsor: Capitol Distribution Company, LLC
- Sponsor EIN: 330849634
- Sponsor Address: 12836 ALONDRA BLVD., CERRITOS, CA, 90706
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $10.1M
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 | 107 | $10.1M | $261,531 | $435,159 |
| 2023 | 124 | $9.4M | $371,780 | $411,155 |
| 2022 | 129 | $7.7M | $322,114 | $314,505 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $88,702 | $39,016 | $46,611 | — | — |
| 2023 | $71,697 | $32,517 | $37,180 | — | — |
| 2022 | — | — | — | — | — |