Plan Snapshot
- Plan Sponsor: Coast Citrus Distributors, INC.
- Sponsor EIN: 951628554
- Sponsor Address: 7597 BRISTOW COURT, SAN DIEGO, CA, 92154
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $12.2M
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 | 171 | $12.2M | $211,769 | $330,279 |
| 2023 | 144 | $13.6M | $341,666 | $352,920 |
| 2022 | 146 | $12.3M | $236,606 | $354,113 |
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 |
|---|---|---|---|---|
| PKF SAN DIEGO, LLP | 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 | $37,050 | $24,582 | — | — | — |
| 2023 | $33,636 | $29,992 | — | — | — |
| 2022 | $33,282 | — | — | — | — |