Plan Snapshot
- Plan Sponsor: Crain Walnut Shelling, INC
- Sponsor EIN: 680164875
- Sponsor Address: 10695 DECKER AVENUE, LOS MOLINOS, CA, 960550000
- Plan Type: 401(k)
- Total Participants: 484
- Total Assets: $10.5M
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 | 484 | $10.5M | $314,009 | $701,567 |
| 2023 | 225 | $9.5M | $289,592 | $635,927 |
| 2022 | 333 | $7.6M | $268,913 | $592,345 |
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 |
|---|---|---|---|---|
| BAY CLIADAKIS & ASSOCIATES LLC | ADVISOR | $28,032 | — | $28,032 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,222 | — | $6,222 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,402 | — | $5,402 |
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,656
- Estimated Expense Ratio: 0.379% 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 | $44,530 | $33,434 | — | — | — |
| 2023 | $35,311 | $31,421 | — | — | — |
| 2022 | $33,252 | $4,162 | — | — | — |