# Casa Colina, INC. 403(b) Plan
Source: https://planprovider.pro/companies/casa-colina-inc-403b-plan

> Casa Colina, INC.'s 403(b) plan: 1,112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [SWENSON CORPORATION](https://planprovider.pro/provider/swenson-accountancy-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|

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