# Catalina Island Company 401(k) Plan
Source: https://planprovider.pro/companies/catalina-island-company-401k-plan

> Catalina Island Company's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Catalina Island Company

- **Sponsor EIN:** 330672690

- **Sponsor Address:** 150 METROPOLE AVENUE PO BOX 737, AVALON, CA, 907040737

- **Plan Type:** 401(k)

- **Total Participants:** 300

- **Total Assets:** $27.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|300|$27.3M|$686,596|$1.2M|

| 2023|345|$24.1M|$716,871|$1.1M|

| 2022|396|$21.2M|$555,347|$908,147|

## 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|

| NFP RETIREMENT INC|INVESTMENT ADVISOR|$75,874|—|$75,874|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$35,520|—|$35,520|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $111,394

- **Estimated Expense Ratio:** 0.409% 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|$111,394|$75,874|—|—|—|

| 2023|$109,000|$65,728|—|—|—|

| 2022|$58,484|$49,764|$8,720|—|—|

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