# Affordable Engineering Services, INC. DC Plan
Source: https://planprovider.pro/companies/affordable-engineering-services-inc-plan

> Affordable Engineering Services, INC.'s DC plan: 410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Affordable Engineering Services, INC.

- **Sponsor EIN:** 593812042

- **Sponsor Address:** 1455 FRAZEE RD, SAN DIEGO, CA, 92108

- **Plan Type:** DC

- **Total Participants:** 410

- **Total Assets:** $15.9M

## 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|410|$15.9M|$505,472|$1.4M|

| 2023|313|$13.2M|$462,369|$1.3M|

| 2022|348|$11.6M|$549,140|$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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$74,766|—|$74,766|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$34,340|—|$34,340|

| JAMES MILLER CPA PC|AUDITOR|$10,750|—|$10,750|

| ECONOMIC GROUP PENSION|CONTRACT ADMIN|$6,927|—|$6,927|

| JAMES MILLER, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $126,783

- **Estimated Expense Ratio:** 0.799% 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|$131,578|—|$131,578|—|—|

| 2023|$107,841|$107,841|—|—|—|

| 2022|$116,012|—|$116,012|—|—|

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