Plan Snapshot
- Plan Sponsor: Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation
- Sponsor EIN: 953378600
- Sponsor Address: 12800 CENTER COURT DR., CERRITOS, CA, 90703
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $260.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 389 | $260.4M | $7.8M | $5.2M |
| 2023 | 362 | $226.6M | $7.4M | $4.8M |
| 2022 | 356 | $187.5M | $6.7M | $4.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $30,820 | — | $30,820 |
| ALPHAPOINT, INC. | NONE | $15,000 | — | $15,000 |
| WINDES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- WINDES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,820
- Estimated Expense Ratio: 0.018% 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 | $45,820 | $30,350 | — | — | — |
| 2023 | $27,628 | $24,778 | — | — | — |
| 2022 | $24,497 | $15,000 | — | — | — |