Plan Snapshot
- Plan Sponsor: Caran Precision Eng. & Mfg. Corp.
- Sponsor EIN: 952381553
- Sponsor Address: 2830 ORBITER STREET, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $16.2M
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 | 251 | $16.2M | $372,441 | $768,613 |
| 2023 | 212 | $14.3M | $354,127 | $734,024 |
| 2022 | 218 | $12.0M | $367,956 | $776,831 |
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 | $98,491 | $30,579 | $60,210 | — | — |
| 2023 | $86,438 | $2,521 | — | — | — |
| 2022 | $83,430 | $2,329 | $81,101 | — | — |