Plan Snapshot
- Plan Sponsor: J. Harris Industrial Water Treatment, INC.
- Sponsor EIN: 770116833
- Sponsor Address: 3151 STURGIS ROAD, OXNARD, CA, 93030
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $9.9M
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 | 153 | $9.9M | $227,473 | $744,298 |
| 2023 | 159 | $9.7M | $221,280 | $754,917 |
| 2022 | 161 | $8.1M | $179,280 | $646,727 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $55,435 | $38,161 | — | — | — |
| 2023 | $47,192 | $33,978 | — | — | — |
| 2022 | $46,045 | $32,324 | — | — | — |