Plan Snapshot
- Plan Sponsor: Catalina Channel Express, INC.
- Sponsor EIN: 953650406
- Sponsor Address: 385 E. SWINFORD ST., 2ND FLOOR, SAN PEDRO, CA, 90731
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 248 | $30.1M | $514,240 | $1.0M |
| 2023 | 228 | $26.7M | $545,074 | $916,593 |
| 2022 | 203 | $25.1M | $495,613 | $799,587 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $101,952 | $53,715 | $44,297 | — | — |
| 2023 | $114,155 | $53,148 | $55,827 | — | — |
| 2022 | $122,290 | — | — | — | $122,290 |