Plan Snapshot
- Plan Sponsor: Affinity Development Group, INC.
- Sponsor EIN: 330900825
- Sponsor Address: 10590 WEST OCEAN AIR DRIVE, SAN DIEGO, CA, 92130
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $40.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 236 | $40.1M | $652,772 | $1.5M |
| 2023 | 219 | $32.6M | $597,222 | $1.4M |
| 2022 | 213 | $25.5M | $757,560 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $14,096 | — | $14,096 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,096
- Estimated Expense Ratio: 0.035% 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 | $14,102 | — | — | — | — |
| 2023 | $9,365 | — | — | — | — |
| 2022 | $26,620 | — | $26,620 | — | — |