Plan Snapshot
- Plan Sponsor: Cpasitesolutions, INC.
- Sponsor EIN: 383856676
- Sponsor Address: 38977 SKY CANYON DRIVE, SUITE 200, MURRIETA, CA, 92563
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 256 | $11.8M | $347,431 | $1.2M |
| 2023 | 252 | $9.4M | $410,299 | $1.2M |
| 2022 | 236 | $6.7M | $354,023 | $899,673 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE, LLP — Auditor
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 | $25,971 | $696 | $10,575 | — | — |
| 2023 | $19,400 | — | $4,550 | — | — |
| 2022 | $18,000 | — | $18,000 | — | — |