Plan Snapshot
- Plan Sponsor: Cypress Lawn Cemetery Assoc
- Sponsor EIN: 940416370
- Sponsor Address: 1370 EL CAMINO REAL, COLMA, CA, 940143239
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $28.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 254 | $28.8M | $1.0M | $1.4M |
| 2023 | 284 | $24.3M | $991,984 | $1.4M |
| 2022 | 269 | $20.0M | $954,951 | $1.3M |
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 |
|---|---|---|---|---|
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG 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 | $131,818 | $69,708 | $62,110 | — | — |
| 2023 | $96,339 | $44,602 | $51,737 | — | — |
| 2022 | $93,927 | $46,650 | $47,277 | — | — |