Plan Snapshot
- Plan Sponsor: Casa Colina, INC.
- Sponsor EIN: 953655256
- Sponsor Address: 255 EAST BONITA AVENUE, POMONA, CA, 91769
- Plan Type: DC
- Total Participants: 734
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 734 | $11.6M | $595,000 | $0 |
| 2023 | 711 | $11.0M | $555,000 | $0 |
| 2022 | 690 | $9.7M | $600,002 | $0 |
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 | $18,975 | — | $18,975 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $10,317 | — | $10,317 |
| 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: $37,492
- Estimated Expense Ratio: 0.323% 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 | $37,492 | $10,317 | — | $8,200 | — |
| 2023 | $36,127 | $10,549 | — | $8,200 | — |
| 2022 | $31,287 | $5,503 | — | — | $8,700 |