# Charles Abbott Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/charles-abbott-associates-inc-401k-plan

> Charles Abbott Associates, INC.'s 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles Abbott Associates, INC.

- **Sponsor EIN:** 330053899

- **Sponsor Address:** 27201 PUERTA REAL, MISSION VIEJO, CA, 92691

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

- **Total Participants:** 222

- **Total Assets:** $25.8M

## 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|222|$25.8M|$619,274|$1.4M|

| 2023|220|$24.2M|$600,224|$1.3M|

| 2022|216|$22.1M|$559,667|$1.2M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$23,904|—|$23,904|

| WITHUMSMITHBROWN PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WITHUMSMITHBROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,904

- **Estimated Expense Ratio:** 0.093% 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|$24,455|$28,868|—|—|—|

| 2023|$19,692|$25,733|—|—|—|

| 2022|$6,876|$19,039|—|—|—|

## Similar Plans

- [Ata Engineering, INC.](https://planprovider.pro/companies/ata-engineering-inc-plan-002) — 221 participants

- [Ata Engineering INC.](https://planprovider.pro/companies/ata-engineering-inc-401k-plan) — 223 participants

- [Mazzetti 401(K) Plan](https://planprovider.pro/companies/mazzetti-inc-401k-plan) — 223 participants

- [Harris & Associates](https://planprovider.pro/companies/harris-associates-plan-002) — 226 participants

- [Provost & Pritchard Engineering Group, INC.](https://planprovider.pro/companies/provost-pritchard-engineering-group-inc-plan) — 218 participants

- [Stellar Solutions, INC.](https://planprovider.pro/companies/stellar-solutions-inc-plan-006) — 218 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charles-abbott-associates-inc-401k-plan)

© 2026 PlanProvider.Pro