Plan Snapshot
- Plan Sponsor: Albert A. Webb Associates
- Sponsor EIN: 951723730
- Sponsor Address: 3788 MCCRAY STREET, RIVERSIDE, CA, 92506
- Plan Type: DC
- Total Participants: 182
- Total Assets: $56.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 182 | $56.2M | $1.3M | $2.0M |
| 2023 | 170 | $50.3M | $1.2M | $1.8M |
| 2022 | 169 | $42.8M | $1.1M | $1.6M |
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 |
|---|---|---|---|---|
| CHRISTENSON & ASSOCIATES, LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $12,616 | $15,146 | — | — | — |
| 2023 | $15,969 | $16,343 | — | — | — |
| 2022 | $18,971 | $17,296 | — | — | — |