Plan Snapshot
- Plan Sponsor: Cmc Rescue, INC.
- Sponsor EIN: 953442381
- Sponsor Address: 6740 CORTONA DR., GOLETA, CA, 93117
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 98 | $7.2M | $86,186 | $626,315 |
| 2023 | 96 | $6.6M | $116,783 | $552,358 |
| 2022 | 94 | $6.6M | $31,999 | $492,172 |
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 | $19,582 | — | $19,582 |
| CHANNEL WEALTH LLC | Investment Advisor | $16,666 | — | $16,666 |
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: $36,248
- Estimated Expense Ratio: 0.503% 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 | $36,249 | $16,667 | — | — | — |
| 2023 | $33,370 | $15,409 | — | — | — |
| 2022 | $36,933 | — | — | — | — |