Plan Snapshot
- Plan Sponsor: Cordoba Corporation
- Sponsor EIN: 953742468
- Sponsor Address: 1401 NORTH BROADWAY, LOS ANGELES, CA, 90012
- Plan Type: 401(k)
- Total Participants: 490
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 490 | $44.0M | $1.2M | $4.6M |
| 2023 | 510 | $36.6M | $1.4M | $4.3M |
| 2022 | 512 | $28.3M | $1.1M | $4.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,831 | — | $43,831 |
| FIDUCIARY EXPERTS LLC | ADVISOR | $38,700 | — | $38,700 |
| RICHARDSON KONTOGOURIS EMERSON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,531
- Estimated Expense Ratio: 0.188% 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 | $81,647 | $38,700 | — | — | — |
| 2023 | $66,251 | $29,515 | — | — | — |
| 2022 | $66,869 | — | — | — | — |