Plan Snapshot
- Plan Sponsor: Murrieta Development Co., INC.
- Sponsor EIN: 330313238
- Sponsor Address: 42540 RIO NEDO, TEMECULA, CA, 92590
- Plan Type: DC
- Total Participants: 123
- Total Assets: $4.5M
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 | 123 | $4.5M | $148,800 | $0 |
| 2023 | 132 | $4.3M | $391,626 | $0 |
| 2022 | 173 | $4.1M | $769,167 | $0 |
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 | $39,053 | $18,542 | — | — | — |
| 2023 | $36,973 | — | — | — | — |
| 2022 | $37,746 | — | $35,430 | — | — |