Plan Snapshot
- Plan Sponsor: Advantage Mailing, LLC
- Sponsor EIN: 330986140
- Sponsor Address: 1600 N KRAEMER BLVD, ANAHEIM, CA, 92806
- Plan Type: 401(k)
- Total Participants: 853
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 853 | $15.9M | $0 | $1.6M |
| 2023 | 751 | $13.3M | $0 | $1.4M |
| 2022 | 615 | $9.1M | $6,211 | $1.2M |
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 |
|---|---|---|---|---|
| RIVERA JAMJIAN & ASSOCIAT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERA JAMJIAN & ASSOCIAT — Auditor
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 | $125,032 | $57,807 | — | — | — |
| 2023 | $104,488 | $49,984 | — | — | — |
| 2022 | $61,876 | — | — | — | — |