Plan Snapshot
- Plan Sponsor: Abbott, Stringham & Lynch Accountancy Corporation
- Sponsor EIN: 770051130
- Sponsor Address: 1901 SOUTH BASCOM AVE., SUITE 105, CAMPBELL, CA, 95008
- Plan Type: DC
- Total Participants: 104
- Total Assets: $31.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 104 | $31.7M | $1.2M | $1.6M |
| 2023 | 132 | $31.4M | $1.1M | $1.5M |
| 2022 | 115 | $26.9M | $792,975 | $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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISOR | $38,221 | — | $38,221 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $10,134 | — | $10,134 |
| NEXUS ADMINISTRATORS, INC. | CONTRACT ADMIN | $8,152 | — | $8,152 |
| HOLBROOK & MANTER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,507
- Estimated Expense Ratio: 0.178% 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 | $53,332 | — | $53,332 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |