Plan Snapshot
- Plan Sponsor: 20/20 Plumbing & Heating, INC.
- Sponsor EIN: 472642440
- Sponsor Address: 7343 ORANGEWOOD DRIVE, SUITE B, RIVERSIDE, CA, 92504
- Plan Type: 401(k)
- Total Participants: 578
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 578 | $19.1M | $2.3M | $1.1M |
| 2023 | 851 | $16.6M | $2.0M | $1.1M |
| 2022 | 704 | $14.4M | $2.7M | $1.1M |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO. — 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 | $102,459 | — | $102,459 | — | — |
| 2023 | $121,993 | $28,353 | — | — | — |
| 2022 | $94,702 | $89,702 | $5,000 | — | — |