Plan Snapshot
- Plan Sponsor: Church Brothers, LLC
- Sponsor EIN: 770501879
- Sponsor Address: 19065 PORTOLA DRIVE, STE. C, SALINAS, CA, 93908
- Plan Type: 401(k)
- Total Participants: 1,754
- Total Assets: $27.5M
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 | 1,754 | $27.5M | $934,376 | $1.9M |
| 2023 | 1,499 | $23.7M | $864,552 | $1.7M |
| 2022 | 2,152 | $18.5M | $811,408 | $1.5M |
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 |
|---|---|---|---|---|
| JOHANSON & YAU ACCOUNTANCY CORP | Auditor | — | — | $0 |
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 | $28,202 | $9,358 | $17,744 | — | — |
| 2023 | $21,730 | $6,187 | $5,743 | — | — |
| 2022 | $19,780 | — | $19,780 | — | — |