Plan Snapshot
- Plan Sponsor: Casa Pacifica Centers For Children And Families
- Sponsor EIN: 770195022
- Sponsor Address: 1722 SOUTH LEWIS RD, CAMARILLO, CA, 93012
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $18.3M
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 | 301 | $18.3M | $487,156 | $948,570 |
| 2023 | 285 | $15.7M | $428,115 | $845,927 |
| 2022 | 299 | $14.2M | $395,282 | $812,657 |
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 |
|---|---|---|---|---|
| MUN CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MUN CPAS, 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 | $29,224 | $20,874 | — | — | — |
| 2023 | -$4,336 | $19,236 | — | — | — |
| 2022 | -$2,590 | — | — | — | — |