Plan Snapshot
- Plan Sponsor: Joseph Holt Plastering, INC.
- Sponsor EIN: 202533580
- Sponsor Address: 501 N. SMITH AVE., CORONA, CA, 92880
- Plan Type: DC
- Total Participants: 116
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 116 | $0 | $0 | $0 |
| 2024 | 205 | $1.9M | $63,469 | $136,986 |
| 2023 | 263 | $1.6M | $60,910 | $120,104 |
| 2022 | 290 | $1.3M | $77,293 | $130,604 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $12,804 | — | $12,804 |
| LPL FINANCIAL CORP | OTHER SERVICES | — | $5,806 | $5,806 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL CORP — OTHER SERVICES
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,610
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 |
|---|---|---|---|---|---|
| 2025 | $8,527 | — | $8,527 | — | — |
| 2024 | $12,805 | — | $12,455 | — | — |
| 2023 | $10,697 | — | $10,694 | — | — |
| 2022 | $9,727 | — | $9,727 | — | — |