Plan Snapshot
- Plan Sponsor: Astro Pak Corporation
- Sponsor EIN: 952578303
- Sponsor Address: 270 E. BAKER STREET, SUITE 100, COSTA MESA, CA, 926264582
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $24.5M
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 | 167 | $24.5M | $738,020 | $1.3M |
| 2023 | 153 | $20.7M | $591,940 | $1.1M |
| 2022 | 138 | $16.1M | $535,642 | $940,304 |
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 |
|---|---|---|---|---|
| CALIFORNIA PENSION ADMINISTRATORS | THIRD PARTY ADMIN | $47,684 | — | $47,684 |
| J DEREK LEWIS & ASSOCIATES | ADVISOR | $17,100 | — | $17,100 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,784
- Estimated Expense Ratio: 0.264% 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 | $30,438 | $30,438 | — | — | — |
| 2023 | $2,525 | — | $2,525 | — | — |
| 2022 | $22,648 | — | $6,438 | — | — |