Plan Snapshot
- Plan Sponsor: American Integrated Services, INC.
- Sponsor EIN: 954698255
- Sponsor Address: P.O. BOX 92316, LONG BEACH, CA, 90809
- Plan Type: DC
- Total Participants: 436
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 436 | $30.8M | $1.5M | $1.8M |
| 2023 | 385 | $26.8M | $1.3M | $1.8M |
| 2022 | 384 | $21.5M | $1.1M | $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 |
|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | NONE | $67,914 | — | $67,914 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $47,779 | — | $47,779 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,693
- Estimated Expense Ratio: 0.375% 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 | $114,327 | $67,836 | — | — | — |
| 2023 | $99,790 | $56,433 | — | — | — |
| 2022 | $93,240 | $50,443 | — | — | — |