Plan Snapshot
- Plan Sponsor: Asi
- Sponsor EIN: 943289429
- Sponsor Address: 48289 FREMONT BLVD, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $45.6M
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 | 217 | $45.6M | $148,173 | $1.4M |
| 2023 | 230 | $40.3M | $157,801 | $1.6M |
| 2022 | 248 | $33.9M | $174,557 | $1.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $61,839 | — | $61,839 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $22,026 | — | $22,026 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | INVESTMENT ADVISOR | $21,442 | — | $21,442 |
| MJC EMPLOYEE BENEFITS & INS SERV | CONSULTING | $13,200 | — | $13,200 |
| THE PUN GROUP, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE PUN GROUP, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,507
- Estimated Expense Ratio: 0.260% of plan assets
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 | $118,507 | $43,468 | — | — | — |
| 2023 | $98,304 | $37,349 | — | — | — |
| 2022 | $128,974 | — | $128,974 | — | — |