Plan Snapshot
- Plan Sponsor: Cb Nichols Egg Ranch
- Sponsor EIN: 953137581
- Sponsor Address: 331 W CITRUS STREET, COLTON, CA, 92324
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $14.3M
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 | 319 | $14.3M | $579,773 | $982,698 |
| 2023 | 374 | $12.5M | $516,169 | $914,612 |
| 2022 | 252 | $9.8M | $456,152 | $821,474 |
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 |
|---|---|---|---|---|
| WILSON IVANOVA CPA | Auditor | — | — | $0 |
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 | $72,420 | $38,405 | $34,015 | — | — |
| 2023 | $63,761 | $31,166 | $32,595 | — | — |
| 2022 | $64,602 | $29,896 | $34,706 | — | — |