Plan Snapshot
- Plan Sponsor: Cornerstone Delivery Service
- Sponsor EIN: 841854611
- Sponsor Address: 5505 VIA SAN JACINTO, RIVERSIDE, CA, 92506
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $682,400
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 | 179 | $682,400 | $149,049 | $290,426 |
| 2023 | 179 | $295,491 | $83,303 | $197,301 |
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 |
|---|---|---|---|---|
| ROORDA, PIQUET & BESSEE, INC CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,386 | $2,386 | — | — | — |
| 2023 | $442 | $442 | — | — | — |