Plan Snapshot
- Plan Sponsor: Abc Security Service, INC.
- Sponsor EIN: 942816005
- Sponsor Address: 1840 EMBARCADERO, OAKLAND, CA, 94606
- Plan Type: DC
- Total Participants: 147
- Total Assets: $1.1M
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 | 147 | $1.1M | $100,000 | $0 |
| 2023 | 139 | $985,168 | $100,000 | $0 |
| 2022 | 143 | $876,817 | $8,000 | $0 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $22,111 | — | $22,111 |
| ADELLE TORRES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ADELLE TORRES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,111
- Estimated Expense Ratio: 1.984% 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 | $2,556 | — | $2,556 | — | — |
| 2023 | $2,553 | — | $2,553 | — | — |
| 2022 | $3,456 | — | $3,456 | — | — |