Plan Snapshot
- Plan Sponsor: Chroma Systems Solutions INC
- Sponsor EIN: 330961947
- Sponsor Address: 19772 PAULING, FOOTHILL RANCH, CA, 926102611
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $8.9M
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 | 129 | $8.9M | $404,211 | $511,073 |
| 2023 | 127 | $8.2M | $426,772 | $469,850 |
| 2022 | 156 | $6.5M | $371,567 | $456,410 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $20,553 | — | $20,553 |
| POOLER CPA GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- POOLER CPA GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,553
- Estimated Expense Ratio: 0.231% 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 | $21,153 | — | $20,293 | — | — |
| 2023 | $6,885 | — | $6,025 | — | — |
| 2022 | $2,183 | — | $2,183 | — | — |