Plan Snapshot
- Plan Sponsor: Krazan & Associates, INC.
- Sponsor EIN: 770039491
- Sponsor Address: 215 W DAKOTA AVENUE, CLOVIS, CA, 93612
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $19.0M
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 | 290 | $19.0M | $250,000 | $1.1M |
| 2023 | 275 | $16.1M | $250,000 | $896,717 |
| 2022 | 262 | $13.7M | $250,000 | $774,730 |
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 |
|---|---|---|---|---|
| LC MORGAN STANLEY | NONE | $42,909 | — | $42,909 |
| ASCENSUS LLC | NONE | $31,975 | — | $31,975 |
| PENSION ASSURANCE LLP | Auditor | $4,500 | — | $4,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,384
- Estimated Expense Ratio: 0.417% 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 | $79,309 | $42,909 | $31,900 | $4,500 | — |
| 2023 | $87,563 | $36,448 | $29,335 | $21,780 | — |
| 2022 | $72,753 | $37,057 | $26,421 | — | $9,275 |