Plan Snapshot
- Plan Sponsor: Cimc Intermodal Equipment LLC
- Sponsor EIN: 680665025
- Sponsor Address: 10533 SESSLER STREET, SOUTH GATE, CA, 90280
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $3.4M
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 | 122 | $3.4M | $221,207 | $423,284 |
| 2023 | 237 | $2.7M | $234,744 | $446,450 |
| 2022 | 253 | $2.0M | $252,941 | $387,338 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $26,148 | — | $26,148 |
| GENEOS WEALTH MANAGEMENT, INC. | Investment Advisor | $6,965 | — | $6,965 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,113
- Estimated Expense Ratio: 0.982% 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 | $33,115 | $6,966 | — | — | — |
| 2023 | $20,611 | $17,271 | — | — | — |
| 2022 | $15,266 | — | — | — | — |