Plan Snapshot
- Plan Sponsor: Giant Inland Empire Rv Center, INC
- Sponsor EIN: 954079692
- Sponsor Address: 9150 BENSON AVE., MONTCLAIR, CA, 917631688
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $8.8M
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 | 210 | $8.8M | $0 | $317,592 |
| 2023 | 223 | $7.7M | $0 | $354,986 |
| 2022 | 246 | $6.3M | $0 | $631,127 |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $9,680 | — | $9,680 |
| LPL FINANCIAL LLC | NONE | $6,482 | — | $6,482 |
| ADAMSBROWN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- LPL FINANCIAL LLC — NONE
- ADAMSBROWN, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,162
- Estimated Expense Ratio: 0.185% 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 | $18,806 | $9,126 | $3,424 | — | — |
| 2023 | $10,977 | $2,814 | $3,157 | — | — |
| 2022 | $11,087 | $2,680 | $8,407 | — | — |