Plan Snapshot
- Plan Sponsor: Resort At Indian Springs LLC
- Sponsor EIN: 911748405
- Sponsor Address: 1712 LINCOLN AVE, CALISTOGA, CA, 94515
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $3.0M
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 | 116 | $3.0M | $203,537 | $462,050 |
| 2023 | 149 | $2.3M | $122,796 | $413,770 |
| 2022 | 138 | $1.5M | $107,069 | $260,667 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY LLP — Auditor
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 | $370,662 | — | $8,577 | — | — |
| 2023 | $59,904 | — | $5,870 | — | — |
| 2022 | $4,405 | — | — | — | — |