# Continental Currency Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/continental-currency-services-401k-plan

> Continental Currency Services, INC.'s 401(k) plan: 464 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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