Plan Snapshot
- Plan Sponsor: Coronado Brewing Company INC
- Sponsor EIN: 330676239
- Sponsor Address: 1205 KNOXVILLE ST, SAN DIEGO, CA, 921103718
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 160 | $0 | $117,964 | $293,309 |
| 2023 | 160 | $1.9M | $103,767 | $277,665 |
| 2022 | 71 | $1.3M | $98,624 | $232,640 |
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 |
|---|---|---|---|---|
| RJ PATTERSON CAPITAL INVESTMENT GRO | ADVISOR | $16,137 | — | $16,137 |
| 401K GENERATION | CONTRACT ADMINISTRATOR | $8,195 | — | $8,195 |
| PAYCHEX, INC. | RECORDKEEPER | $8,070 | — | $8,070 |
| WEWORSKI & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RJ PATTERSON CAPITAL INVESTMENT GRO — ADVISOR
- PAYCHEX, INC. — RECORDKEEPER
- WEWORSKI & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,402
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 | $32,176 | — | — | — | — |
| 2023 | $23,476 | $10,945 | $11,671 | — | — |
| 2022 | $19,922 | $9,303 | $10,619 | — | — |