Plan Snapshot
- Plan Sponsor: Murrieta Development Co., INC.
- Sponsor EIN: 330313238
- Sponsor Address: 42540 RIO NEDO, TEMECULA, CA, 92590
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 107 | $6.4M | $254,849 | $337,429 |
| 2023 | 122 | $5.4M | $217,225 | $329,679 |
| 2022 | 125 | $4.3M | $176,290 | $344,922 |
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 |
|---|---|---|---|---|
| PORTER & HUNT, 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 | $54,006 | $25,641 | — | — | — |
| 2023 | $45,241 | — | — | — | — |
| 2022 | $38,622 | — | — | — | $36,252 |