Plan Snapshot
- Plan Sponsor: L.N. Curtis & Sons
- Sponsor EIN: 941214350
- Sponsor Address: 185 LENNON LANE, WALNUT CREEK, CA, 94598
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $12.1M
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 | 296 | $12.1M | $0 | $763,158 |
| 2023 | 278 | $10.7M | $0 | $739,790 |
| 2022 | 263 | $8.7M | $0 | $660,570 |
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 |
|---|---|---|---|---|
| ELSENER & ELSENER, LLP | 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 | $5,231 | — | $5,231 | — | — |
| 2023 | $2,216 | — | $2,216 | — | — |
| 2022 | $2,524 | — | $2,524 | — | — |