Plan Snapshot
- Plan Sponsor: Terrakotta, INC. Dba Laguna Clay Company
- Sponsor EIN: 814730687
- Sponsor Address: 708 S TEMESCAL STREET, SUITE 101, CORONA, CA, 92879
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $5.0M
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 | 124 | $5.0M | $150,747 | $301,064 |
| 2023 | 119 | $3.8M | $112,768 | $219,849 |
| 2022 | 94 | $3.1M | $21,177 | $94,938 |
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 |
|---|---|---|---|---|
| LENNY YEH, INC | 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 | $4,107 | — | $4,107 | — | — |
| 2023 | $3,141 | — | $3,141 | — | — |
| 2022 | $3,443 | $3,443 | — | — | — |