Plan Snapshot
- Plan Sponsor: Cfp Fire Protection, INC.
- Sponsor EIN: 562302929
- Sponsor Address: 153 TECHNOLOGY DRIVE, SUITE 200, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $10.4M
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 | 197 | $10.4M | $300,784 | $640,350 |
| 2023 | 150 | $8.8M | $266,469 | $564,108 |
| 2022 | 135 | $8.3M | $255,274 | $556,687 |
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 |
|---|---|---|---|---|
| WITHUM SMITH+BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH+BROWN — 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 | $20,624 | — | — | — | — |
| 2023 | $19,827 | — | — | — | — |
| 2022 | $19,698 | — | — | — | $7,500 |