Plan Snapshot
- Plan Sponsor: City Hill Company (Guam) Ltd.
- Sponsor EIN: 980037056
- Sponsor Address: 1328 PALE SAN VITORES ROAD, TUMON, GU, 96913
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 133
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 133 | $4.5M | $70,000 | $305,591 |
| 2023 | 165 | $4.4M | $40,782 | $271,484 |
| 2022 | 281 | $4.5M | $40,087 | $258,487 |
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 |
|---|---|---|---|---|
| ASC TRUST, LLC | Custodian / Trustee | $29,082 | — | $29,082 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,082
- Estimated Expense Ratio: 0.653% 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 | $29,082 | — | $1,325 | — | — |
| 2023 | $28,713 | — | $1,450 | — | — |
| 2022 | $33,601 | $31,201 | $2,400 | — | — |