Plan Snapshot
- Plan Sponsor: Eureka Realty Partners INC Dba Craig Realty Group
- Sponsor EIN: 330678874
- Sponsor Address: 4100 MACARTHUR BLVD., SUITE 100, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 576
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 576 | $7.8M | $0 | $1.0M |
| 2023 | 601 | $7.6M | $0 | $998,047 |
| 2022 | 576 | $5.9M | $0 | $507,834 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $31,706 | — | $31,706 |
| LPL FINANCIAL CORPORATION | INVESTMENT ADVISOR | $19,115 | — | $19,115 |
| EUREKA REALTY PARTNERS INC DBA CRAI | PLAN SPONSOR | $11,550 | — | $11,550 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,371
- Estimated Expense Ratio: 0.796% 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 | $62,371 | $19,115 | $11,550 | — | — |
| 2023 | $36,978 | $15,858 | — | — | — |
| 2022 | $27,249 | $9,603 | — | — | — |