Plan Snapshot
- Plan Sponsor: Centercal Properties, LLC
- Sponsor EIN: 202116572
- Sponsor Address: 3200 PARK CENTER DR #1250, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $15.3M
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 | 138 | $15.3M | $606,653 | $1.4M |
| 2023 | 140 | $14.7M | $621,647 | $1.4M |
| 2022 | 147 | $13.0M | $601,467 | $1.4M |
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 |
|---|---|---|---|---|
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — 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 | $48,612 | $8,120 | — | — | — |
| 2023 | $42,041 | $21,019 | — | — | — |
| 2022 | $50,731 | $5,770 | — | — | — |