Plan Snapshot
- Plan Sponsor: Arcadia Chair Company
- Sponsor EIN: 952981958
- Sponsor Address: 5692 FRESCA DRIVE, LA PALMA, CA, 90623
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $6.1M
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 | 207 | $6.1M | $130,012 | $458,815 |
| 2023 | 218 | $5.6M | $129,063 | $446,482 |
| 2022 | 249 | $4.7M | $137,333 | $469,284 |
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 |
|---|---|---|---|---|
| OZUROVICH & ASSOCIATES | 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 | $54,752 | $24,380 | — | — | — |
| 2023 | $47,251 | $21,237 | — | — | — |
| 2022 | $43,617 | $20,412 | $23,205 | — | — |