Plan Snapshot
- Plan Sponsor: Action Property Management, INC.
- Sponsor EIN: 330053937
- Sponsor Address: 320 COMMERCE, IRVINE, CA, 92602
- Plan Type: 401(k)
- Total Participants: 851
- Total Assets: $19.3M
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. |
|---|---|---|---|---|
| 2025 | 851 | $19.3M | $0 | $0 |
| 2024 | 825 | $16.0M | $0 | $0 |
| 2023 | 819 | $13.8M | $0 | $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 |
|---|---|---|---|---|
| JLK ROSENBERGER | 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 |
|---|---|---|---|---|---|
| 2025 | $43,800 | $28,838 | $14,962 | — | — |
| 2024 | $44,613 | $27,360 | $17,253 | — | — |
| 2023 | $43,040 | — | $43,040 | — | — |