Plan Snapshot
- Plan Sponsor: Astech Holdco, LLC
- Sponsor EIN: 923642395
- Sponsor Address: 3030 RED HILL AVE, SANTA ANA, CA, 92705
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $12.9M
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 | 152 | $12.9M | $361,196 | $1.1M |
| 2023 | 137 | $11.5M | $30,505 | $153,433 |
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 |
|---|---|---|---|---|
| FIDELITY INV. INST'L OPS CO | RECORDKEEPER | $17,493 | — | $17,493 |
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | $17,181 | — | $17,181 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV. INST'L OPS CO — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,674
- Estimated Expense Ratio: 0.270% 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 | $36,561 | $19,069 | — | — | — |
| 2023 | $50 | — | — | — | — |