Plan Snapshot
- Plan Sponsor: Cik Power Distributors, LLC
- Sponsor EIN: 830425399
- Sponsor Address: 240 WEST GROVE AVENUE, ORANGE, CA, 92865
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $4.4M
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 | 76 | $4.4M | $0 | $409,974 |
| 2023 | 95 | $3.8M | $0 | $493,926 |
| 2022 | 92 | $3.0M | $0 | $398,377 |
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 |
|---|---|---|---|---|
| STEPHENS, REIDINGER & BELLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHENS, REIDINGER & BELLER LLP — 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 | $38,766 | $14,009 | $24,757 | — | — |
| 2023 | $33,796 | $14,000 | $19,796 | — | — |
| 2022 | $38,585 | — | $38,585 | — | — |