Plan Snapshot
- Plan Sponsor: Continental Currency Services, INC.
- Sponsor EIN: 953252081
- Sponsor Address: 1108 E 17TH ST, SANTA ANA, CA, 927012620
- Plan Type: 401(k)
- Total Participants: 464
- Total Assets: $21.3M
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 | 464 | $21.3M | $369,853 | $1.3M |
| 2023 | 424 | $19.7M | $347,901 | $1.2M |
| 2022 | 571 | $19.9M | $353,634 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $63,128 | — | $63,128 |
| GALLAGHER BENEFIT SERVICES INC DBA | INVESTMENT ADVISOR | $25,000 | — | $25,000 |
| PENSION ASSURANCE LLP | AUDITOR | $4,500 | — | $4,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,628
- Estimated Expense Ratio: 0.435% 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 | $96,128 | $25,000 | — | $4,500 | — |
| 2023 | $93,519 | $25,000 | — | $4,500 | — |
| 2022 | $139,817 | $70,102 | $37,513 | — | $32,167 |