Plan Snapshot
- Plan Sponsor: Andrew & Williamson Sales Co., INC.
- Sponsor EIN: 330358167
- Sponsor Address: 9940 MARCONI DRIVE, SAN DIEGO, CA, 92154
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $27.5M
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 | 426 | $27.5M | $652,892 | $904,982 |
| 2023 | 184 | $23.5M | $691,874 | $886,328 |
| 2022 | 182 | $19.1M | $658,048 | $832,857 |
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 |
|---|---|---|---|---|
| JGD & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES, 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 | $20,259 | — | $20,259 | — | — |
| 2023 | $1,531 | — | $1,531 | — | — |
| 2022 | $1,546 | — | $1,546 | — | — |