Plan Snapshot
- Plan Sponsor: Casa Colina, INC.
- Sponsor EIN: 953655256
- Sponsor Address: 255 EAST BONITA AVENUE, POMONA, CA, 91769
- Plan Type: 403(b)
- Total Participants: 1,112
- Total Assets: $54.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,112 | $54.6M | $574,938 | $4.8M |
| 2023 | 1,071 | $47.9M | $607,128 | $4.4M |
| 2022 | 1,063 | $39.7M | $500,000 | $4.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $90,255 | — | $90,255 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $46,038 | — | $46,038 |
| SWENSON CORPORATION | AUDITOR | $8,200 | — | $8,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISOR
- SWENSON CORPORATION — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,493
- Estimated Expense Ratio: 0.265% 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 | $144,493 | $46,038 | — | $8,200 | — |
| 2023 | $126,274 | $42,571 | — | — | — |
| 2022 | $125,521 | $48,346 | — | — | $8,700 |