Plan Snapshot
- Plan Sponsor: Association Of Economic Collaboration And Growth
- Sponsor EIN: 833122688
- Sponsor Address: PO BOX 4095, OCEANSIDE, CA, 92056
- Plan Type: 401(k)
- Total Participants: 5,135
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,135 | $21.7M | $2.3M | $5.9M |
| 2023 | 2,200 | $11.9M | $1.5M | $2.6M |
| 2022 | 810 | $5.2M | $969,092 | $1.7M |
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 |
|---|---|---|---|---|
| TRUST INTEGRITAS | CONSULTANT | $66,650 | — | $66,650 |
| HUB INTERNATIONAL | INVESTMENT ADVISOR | $37,958 | — | $37,958 |
| LEADING RETIREMENT SOLUTIONS, LLC | RECORDKEEPER | $24,829 | — | $24,829 |
| MID ATLANTIC TRUST COMPANY | SUB-CUSTODIAN | $16,013 | — | $16,013 |
| LIGHTHOUSE BIZ SOLUTIONS LLC | CUSTODIAN | $10,280 | — | $10,280 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MID ATLANTIC TRUST COMPANY — SUB-CUSTODIAN
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,730
- Estimated Expense Ratio: 0.718% 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 | $159,355 | $41,582 | — | — | — |
| 2023 | $49,693 | $10,833 | — | — | — |
| 2022 | — | — | — | — | — |