Plan Snapshot
- Plan Sponsor: Continuing Life LLC
- Sponsor EIN: 462502541
- Sponsor Address: 1940 LEVANTE STREET, CARLSBAD, CA, 92009
- Plan Type: 401(k)
- Total Participants: 1,741
- Total Assets: $62.4M
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 | 1,741 | $62.4M | $2.9M | $6.3M |
| 2023 | 1,626 | $51.6M | $2.5M | $5.5M |
| 2022 | 1,546 | $40.3M | $2.3M | $5.2M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $153,600 | — | $153,600 |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $104,968 | — | $104,968 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- UBS FINANCIAL SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $258,568
- Estimated Expense Ratio: 0.414% 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 | $258,570 | $104,969 | — | — | — |
| 2023 | $225,173 | $96,268 | — | — | — |
| 2022 | $199,561 | — | — | — | — |