Plan Snapshot
- Plan Sponsor: Nfi California Cartage Holding Comp
- Sponsor EIN: 822307817
- Sponsor Address: 2931 REDONDO AVENUE, LONG BEACH, CA, 90806
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 209
- Total Assets: $477,382
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 | 209 | $477,382 | $155,259 | $0 |
| 2023 | 195 | $431,760 | $89,479 | $0 |
| 2022 | 196 | $462,961 | $117,440 | $0 |
| 2020 | 200 | $381,909 | $259,116 | $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 |
|---|---|---|---|---|
| FRINGE BENEFIT GROUP | Recordkeeper | $28,889 | — | $28,889 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,889
- Estimated Expense Ratio: 6.052% 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 | $28,889 | — | $28,889 | — | — |
| 2023 | $26,882 | — | — | — | — |
| 2022 | $28,085 | — | — | — | $28,085 |
| 2020 | $31,032 | — | $31,032 | — | — |