Plan Snapshot
- Plan Sponsor: Current Home INC.
- Sponsor EIN: 830752169
- Sponsor Address: 7100 WEST FLORIDA AVE, HEMET, CA, 92545
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $237,810
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 | 152 | $237,810 | $0 | $228,241 |
| 2023 | 143 | $50,951 | $0 | $46,966 |
| 2022 | 215 | $7,107 | $0 | $7,036 |
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 |
|---|---|---|---|---|
| MATTHEW LEMAS CPA AND ASSOCIATES | 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 | $17,311 | $17,311 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |