# Charles Matoian Enterprises, INC 401(k) Plan
Source: https://planprovider.pro/companies/charles-matoian-enterprises-inc-401k-plan

> Charles Matoian Enterprises, INC's 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles Matoian Enterprises, INC

- **Sponsor EIN:** 941526465

- **Sponsor Address:** 1888 S EAST AVE, FRESNO, CA, 93721

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

- **Total Participants:** 206

- **Total Assets:** $25.8M

## 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|206|$25.8M|$891,857|$1.2M|

| 2023|203|$20.7M|$744,829|$1.1M|

| 2022|182|$16.6M|$700,719|$1.0M|

## 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|

| BAERG & ASSOCIATES, CPAS LLP|Auditor|$11,000|—|$11,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,000

- **Estimated Expense Ratio:** 0.043% 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|$137,775|$43,665|—|$11,000|—|

| 2023|$129,343|$63,173|—|—|—|

| 2022|$66,388|—|—|—|—|

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