Plan Snapshot
- Plan Sponsor: E.S. Kluft & Company, INC.
- Sponsor EIN: 371733547
- Sponsor Address: 11096 JERSEY BOULEVARD, RANCHO CUCAMONGA, CA, 91730
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $9.3M
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 | 273 | $9.3M | $649,178 | $1.1M |
| 2023 | 264 | $7.5M | $588,472 | $1.0M |
| 2022 | 238 | $5.4M | $537,115 | $895,185 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | 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 | $47,080 | — | $47,080 | — | — |
| 2023 | $36,836 | — | $36,836 | — | — |
| 2022 | $29,711 | — | $29,711 | — | — |