Plan Snapshot
- Plan Sponsor: Con Am Management Corporation
- Sponsor EIN: 953809553
- Sponsor Address: 8620 SPECTRUM CENTER BLVD SUITE 200, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 1,602
- Total Assets: $37.6M
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 | 1,602 | $37.6M | $540,203 | $3.2M |
| 2023 | 1,608 | $35.4M | $510,918 | $2.7M |
| 2022 | 1,424 | $30.1M | $499,183 | $2.5M |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | Auditor | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,500
- Estimated Expense Ratio: 0.041% 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 | $166,955 | $53,539 | -$12,840 | $15,500 | — |
| 2023 | $113,833 | $60,855 | $36,928 | $14,500 | — |
| 2022 | $51,498 | — | $28,050 | — | $14,677 |