Plan Snapshot
- Plan Sponsor: Juan De La Cruz Pension Plan
- Sponsor EIN: 956454441
- Sponsor Address: P O BOX 36, KEENE, CA, 935310036
- Plan Type: DB
- Total Participants: 1,992
- Total Assets: $66.0M
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. |
|---|---|---|---|---|
| 2024 | 1,992 | $66.0M | $476,012 | $234,914 |
| 2023 | 1,871 | $68.5M | $444,480 | $252,932 |
| 2022 | 1,823 | $69.5M | $457,650 | $246,948 |
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 |
|---|---|---|---|---|
| MORENO ACCOUNTANCY CORPORATION | Auditor | $70,500 | — | $70,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,500
- Estimated Expense Ratio: 0.107% 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 | $1,452,304 | $246,593 | — | $70,500 | — |
| 2023 | $1,417,572 | $229,995 | — | — | — |
| 2022 | $1,354,150 | $224,548 | — | — | $210,857 |