Plan Snapshot
- Plan Sponsor: All City Management Services, INC.
- Sponsor EIN: 953971517
- Sponsor Address: 11643 TELEGRAPH RD, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 338
- Total Assets: $4.1M
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. |
|---|---|---|---|---|
| 2024 | 338 | $4.1M | $90,403 | $219,172 |
| 2023 | 223 | $3.8M | $1.1M | $174,999 |
| 2022 | 153 | $2.3M | $819,952 | $98,060 |
| 2020 | 151 | $1.0M | $0 | $0 |
| 2019 | 120 | $1.1M | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $18,838 | — | $18,838 |
| PENSIONMARK SECURITIES LLC | OTHER SERVICES | — | $13,063 | $13,063 |
| DEFINITI, LLC | CONTRACT ADMINISTRATOR | $5,774 | $1,306 | $7,080 |
| RICHARDSON KONTOGOURIS EMERSON LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,981
- Estimated Expense Ratio: 0.949% 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 | $24,612 | — | $24,612 | — | — |
| 2023 | $13,983 | — | $13,983 | — | — |
| 2022 | $8,792 | — | $8,792 | — | — |
| 2020 | $6,164 | — | $6,164 | — | — |
| 2019 | $10,106 | — | $10,106 | — | — |