Plan Snapshot
- Plan Sponsor: So. Cal Petroleum Transport INC.
- Sponsor EIN: 330979846
- Sponsor Address: 601 S HUNTS LANE, COLTON, CA, 92324
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 316 | $9.4M | $3,029 | $1.1M |
| 2023 | 303 | $8.0M | $0 | $1.1M |
| 2022 | 299 | $6.0M | $0 | $907,140 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $44,137 | $15,560 | $28,577 | — | — |
| 2023 | $35,964 | — | $35,964 | — | — |
| 2022 | $22,043 | — | $22,043 | — | — |