Plan Snapshot
- Plan Sponsor: Straub Distributing Company, Ltd.
- Sponsor EIN: 953806055
- Sponsor Address: 4633 EAST LA PALMA AVENUE, ANAHEIM, CA, 92807
- Plan Type: DC
- Total Participants: 247
- Total Assets: $28.9M
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 | 247 | $28.9M | $0 | $865,223 |
| 2023 | 226 | $27.6M | $200,000 | $892,477 |
| 2022 | 193 | $25.6M | $147,300 | $826,512 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $27,686 | $7,413 | — | — | — |
| 2023 | $23,468 | $5,891 | — | — | — |
| 2022 | $34,688 | $5,405 | — | — | — |