Plan Snapshot
- Plan Sponsor: A & A Manufacturing Company, INC
- Sponsor EIN: 330396404
- Sponsor Address: 1675 SAMPSON AVE, CORONA, CA, 92879
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $32.7M
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 | 343 | $32.7M | $676,709 | $1.3M |
| 2023 | 367 | $29.1M | $672,086 | $1.4M |
| 2022 | 341 | $24.7M | $691,586 | $1.4M |
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 |
|---|---|---|---|---|
| ROORDA, PIQUE & BESSE | 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 | $75,619 | $45,169 | $30,450 | — | — |
| 2023 | $27,186 | — | $27,186 | — | — |
| 2022 | $26,858 | — | $26,858 | — | — |