Plan Snapshot
- Plan Sponsor: Amwest Funding Corp.
- Sponsor EIN: 954539084
- Sponsor Address: 6 POINTE DRIVE, SUITE 300, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $13.9M
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 | 128 | $13.9M | $490,226 | $1.1M |
| 2023 | 138 | $11.5M | $435,433 | $972,845 |
| 2022 | 140 | $9.2M | $503,807 | $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 |
|---|---|---|---|---|
| WEAVER & TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, LLP — Auditor
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 | $28,586 | $28,586 | — | — | — |
| 2023 | $22,340 | $22,340 | — | — | — |
| 2022 | $37,480 | $9,685 | $11,280 | — | $6,300 |