Plan Snapshot
- Plan Sponsor: Carrier Johnson
- Sponsor EIN: 953138414
- Sponsor Address: 185 WEST F STREET, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 64 | $4.8M | $0 | $655,292 |
| 2023 | 73 | $6.7M | $0 | $700,601 |
| 2022 | 73 | $6.9M | $0 | $558,786 |
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 |
|---|---|---|---|---|
| SABACOR AND CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SABACOR AND CO., LLP — 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 | $26,197 | $16,898 | $9,299 | — | — |
| 2023 | $20,194 | $16,682 | $475 | — | — |
| 2022 | $25,108 | $17,716 | $7,392 | — | — |