Plan Snapshot
- Plan Sponsor: 19sixarchitects Dba Madi 19six Architects
- Sponsor EIN: 952273845
- Sponsor Address: 560 HIGUERA STREET, SUITE C, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 127 | $14.0M | $795,165 | $1.0M |
| 2023 | 133 | $11.1M | $647,255 | $886,836 |
| 2022 | 116 | $8.3M | $0 | $635,729 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | Investment Advisor | $40,678 | — | $40,678 |
| ASCENSUS HOLDINGS, INC. DBA FUTUREP | Other Service Provider | $1,825 | $13,559 | $15,384 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $13,375 | — | $13,375 |
| EMPOWER ANNUITY INS. CO OF AMERICA | Recordkeeper | $11,898 | — | $11,898 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,335
- Estimated Expense Ratio: 0.583% of plan assets
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 | $65,083 | — | $65,083 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |