Plan Snapshot
- Plan Sponsor: Angelus Block Company, INC.
- Sponsor EIN: 951823906
- Sponsor Address: 11374 TUXFORD STREET, SUN VALLEY, CA, 91352
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $23.4M
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 | 194 | $23.4M | $240,081 | $872,130 |
| 2023 | 198 | $20.5M | $262,289 | $842,856 |
| 2022 | 195 | $20.1M | $271,116 | $813,159 |
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 |
|---|---|---|---|---|
| CASKEY, MANDELL, KARP & BLOCK LLP | 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 | $67,135 | — | $4,908 | — | — |
| 2023 | $66,041 | — | $7,063 | — | — |
| 2022 | $62,862 | — | $59,624 | — | $3,238 |