My Plan Facts

The Contractors Retirement Planprofit sharing plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $1,491 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
Florence Crittenton Services of Orange County, Inc., Fullerton, CA
EIN and plan number
95-2492427, plan 007
Plan type
profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 302 participants.

Net assets were $751,031 at the end of that plan year.

Employer contributions were $1,491 for each active participant in that plan year.

Participant contributions were $0 for each active participant.

By participants, it was number 4,202 of 8,199 defined contribution plans with 100 or more participants and a filing address in California.

By net assets, it was number 7,580 of 7,831.

Its net assets rose by 185.6% from plan year 2024 to 2025.

Net assets of the 18,093 defined contribution plans with 100 to 249 participants in plan year 2024 that filed for both years rose by 14.4%.

Its Schedule C compensation for each participant was $4.98 in plan year 2025.

The median of defined contribution plans with 250 to 499 participants was $141 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 17,529 defined contribution plans with 250 to 499 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$442,975
Active participants31 Dec 2025
297
Employer contributions for each active participant
$1,491
Among plans of the same type and size$1,491plan year 2024

The plan is at the 38th percentile of the group. The quartiles of the group are $993, $2,016 and $3,797. Among plans of the same sector, the plan is at the 26th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$0
Rollovers and other contributions
$0
Participant contributions for each active participant
$0
Among plans of the same type and sizeNone in the filingplan year 2024

The plan is at the 1st percentile of the group of 16,632 plans. The quartiles of the group are $2,518, $4,300 and $7,029. Among plans of the same sector, the plan is at the 1st percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$442,975

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 250 to 499 participants, Construction sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Recordkeeping fees
$15,270
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$15,270
Administrative expenses for each participant$50.56plan year 2024

The plan is at the 24th percentile of the group. The quartiles of the group are $52.98, $133 and $225. Among plans of the same sector, the plan is at the 18th percentile.

Direct compensation
$1,505
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$1,505
Schedule C compensation for each participant$4.98plan year 2024

The plan is at the 3rd percentile of the group. The quartiles of the group are $64.80, $141 and $233. Among plans of the same sector, the plan is at the 2nd percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$262,642
Total income, with the result of the investments
$530,284
Benefits paid
$26,625
Total expenses
$41,895
Net income
$488,389
Net transfers
$0
Net assets, 31 Dec 2025
$751,031
Active participants
297
Retired or separated, with benefits now
0
Retired or separated, with benefits later
5
Participants with an account balance
295
Participants, 31 Dec 2025
302
Net assets for each participant$2,487plan year 2024

The plan is at the 1st percentile of the group. The quartiles of the group are $24,767, $48,669 and $88,769. Among plans of the same sector, the plan is at the 1st percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

Plan years on file

Net assets at the end of the plan year
$263K$751K20242025
Participants at the end of the plan year
21030220242025
The Contractors Retirement Plan: figures of each plan year on fileA plan year has the number of the year in which it started. The earlier years include the filings under the EIN or plan number that the plan had before.
Plan yearParticipantsNet assetsEmployer contributionsParticipant contributionsSchedule C compensation
2025302$751K$443K$0$2,000
2024210$263K$271Kno figure$0

Assets by Schedule H category, 31 Dec 2025

Registered investment companies (mutual funds)
$746K 99.3%
Participant loans
$5,000 0.7%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that The Contractors Retirement Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
Mutual of AmericaRecordkeeping and information management; Participant loan processing; Other services$1,505$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
Harrington Group, CPAS, LLP
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $500,000
Blackout period in the plan yearSchedule H line 4m
No
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 238900: Other Specialty Trade Contractors (including site preparation).

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Other plans of Florence Crittenton Services of Orange County, Inc.

Plans that file under EIN 95-2492427
PlanParticipantsNet assets
Florence Crittenton Services 403(b) Plan529$12.9M

The employer page of Florence Crittenton Services of Orange County, Inc.

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Integrity Assessment Group 401(k) PlanJrgo LLC DBA Integrity Assessment Group303
Solar Gaines, LLC 401(k) PlanSolar Gaines, LLC302
Desert Ready Mix, LLC 401(k) PlanDesert Ready Mix, LLC303
Anson Industries Inc. Profit Sharing PlanAnson Industries Inc.302
The Beaver Excavating Company Profit Sharing PlanThe Beaver Excavating Company303
Avadek, Inc. 401(k) Retirement Savings PlanAvadek, Inc.302
The Rabine Group 401(k) Profit Sharing PlanGar Construction, LLC304
NLDM Employee Stock Ownership PlanNext Level Door & Millwork, Inc.301
Patriot Erectors, LLC Retirement Savings PlanPatriot Erectors, LLC304
Renfrow Brothers Inc. 401(k) PlanRenfrow Brothers, Inc.300

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "The Contractors Retirement Plan." https://myplanfacts.com/plan/952492427-007-the-contractors-retirement-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 95-2492427, plan 007. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $442,975 for the plan year that ended 31 Dec 2025. Participants contributed $0 in total in that plan year.

What fees does the filing show?

The plan reported $15,270 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $1,505 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 1 organisation. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 15 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.