Plan Snapshot
- Plan Sponsor: Aaron Thomas Company, INC.
- Sponsor EIN: 953092539
- Sponsor Address: 7421 CHAPMAN AVENUE, GARDEN GROVE, CA, 92841
- Plan Type: 401(k)
- Total Participants: 2,191
- Total Assets: $7.9M
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 | 2,191 | $7.9M | $45,642 | $390,704 |
| 2023 | 2,217 | $7.4M | $47,265 | $495,973 |
| 2022 | 989 | $6.4M | $48,873 | $495,607 |
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 |
|---|---|---|---|---|
| GALGAS RUSSELL LLP | 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 | $3,456 | — | — | — | — |
| 2023 | $2,204 | — | — | — | — |
| 2022 | $2,647 | — | — | — | — |