Plan Snapshot
- Plan Sponsor: Glen Ivy Hot Springs
- Sponsor EIN: 953106361
- Sponsor Address: 25000 GLEN IVY ROAD, CORONA, CA, 92883
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $4.5M
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 | 274 | $4.5M | $158,904 | $369,555 |
| 2023 | 279 | $3.8M | $145,465 | $332,430 |
| 2022 | 230 | $2.9M | $128,506 | $266,059 |
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 |
|---|---|---|---|---|
| SOREN MCADAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOREN MCADAM 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 | $21,077 | $19,629 | — | — | — |
| 2023 | $16,714 | $15,664 | — | — | — |
| 2022 | $16,301 | — | — | — | — |