Plan Snapshot
- Plan Sponsor: Amusement Industry, INC.
- Sponsor EIN: 942432371
- Sponsor Address: 520 W WILLOW ST, LONG BEACH, CA, 90806
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 257 | $8.2M | $121,579 | $831,193 |
| 2023 | 237 | $6.9M | $168,724 | $732,384 |
| 2022 | 200 | $5.5M | $102,092 | $623,490 |
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 |
|---|---|---|---|---|
| HARPER AND HARPER | 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 | $59,410 | $28,857 | — | — | — |
| 2023 | $36,115 | $17,545 | — | — | — |
| 2022 | $18,060 | — | — | — | — |