Plan Snapshot
- Plan Sponsor: Coast Citrus Distributors
- Sponsor EIN: 951628554
- Sponsor Address: 7597 BRISTOW COURT, SAN DIEGO, CA, 921547419
- Plan Type: DC
- Total Participants: 132
- Total Assets: $82.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 132 | $82.7M | $2.1M | $0 |
| 2023 | 143 | $77.5M | $1.9M | $0 |
| 2022 | 143 | $74.9M | $1.9M | $0 |
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 | $14,496 | — | — | — | — |
| 2023 | $27,672 | — | — | — | — |
| 2022 | $7,824 | — | — | — | — |