# Certified Folder Display Service 401(k) Plan
Source: https://planprovider.pro/companies/certified-folder-display-service-401k-plan

> Certified Folder Display Service's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Certified Folder Display Service

- **Sponsor EIN:** 953523645

- **Sponsor Address:** 1120 JOSHUA WAY, VISTA, CA, 92081

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

- **Total Participants:** 118

- **Total Assets:** $5.2M

## 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|118|$5.2M|$14,400|$214,566|

| 2023|110|$4.8M|$12,810|$197,819|

| 2022|106|$6.3M|$4,604|$203,509|

## 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|

| INTELLIGENCE DRIVEN ADVISERS LLC|ADVISOR|$14,800|—|$14,800|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$9,604|—|$9,604|

| JGD & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,404

- **Estimated Expense Ratio:** 0.467% 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|$24,404|$14,800|—|—|—|

| 2023|$22,625|$16,302|—|—|—|

| 2022|$32,054|—|—|—|—|

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