Plan Snapshot
- Plan Sponsor: Certified Stainless Services, INC. Dba West-Mark
- Sponsor EIN: 941683335
- Sponsor Address: 2704 RAILROAD AVE, CERES, CA, 953074600
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $11.0M
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 | 290 | $11.0M | $297,282 | $806,805 |
| 2023 | 221 | $10.3M | $251,394 | $692,319 |
| 2022 | 199 | $10.8M | $231,075 | $668,911 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT — 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 | $55,411 | — | $55,411 | — | — |
| 2023 | $55,592 | — | $55,592 | — | — |
| 2022 | $46,194 | — | $46,194 | — | — |