Plan Snapshot
- Plan Sponsor: Caruso Management Company, Ltd.
- Sponsor EIN: 954339434
- Sponsor Address: 101 THE GROVE DRIVE, LOS ANGELES, CA, 90036
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $29.5M
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 | 142 | $29.5M | $548,467 | $1.4M |
| 2023 | 162 | $25.6M | $426,385 | $1.4M |
| 2022 | 173 | $20.3M | $402,880 | $1.3M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $6,465 | — | $6,465 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,465
- Estimated Expense Ratio: 0.022% of plan assets
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 | $102,288 | $63,037 | — | $6,465 | — |
| 2023 | $76,317 | $58,370 | — | — | — |
| 2022 | $75,932 | $56,760 | $19,172 | — | — |