# Juan De La Cruz Pension Plan DB Plan
Source: https://planprovider.pro/companies/juan-de-la-cruz-pension-plan-plan

> Juan De La Cruz Pension Plan&#39;s DB plan: 1,992 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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