Plan Snapshot
- Plan Sponsor: Ausgar Technologies, INC.
- Sponsor EIN: 510465751
- Sponsor Address: 10721 TREENA STREET, SUITE 100, SAN DIEGO, CA, 92131
- Plan Type: DC
- Total Participants: 129
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 129 | $22.0M | $709,813 | $1.2M |
| 2023 | 134 | $19.4M | $690,676 | $1.1M |
| 2022 | 134 | $15.9M | $648,913 | $1.0M |
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 | $44,933 | — | $44,933 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $26,418 | — | $26,418 |
| SAN DIEGO PENSION CONSULTANTS INC | CONTRACT ADMIN | $2,250 | $10,000 | $12,250 |
| LEVITZACKS CPAS,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEVITZACKS CPAS,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,601
- Estimated Expense Ratio: 0.379% 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 | $55,670 | — | — | — | — |
| 2023 | $41,466 | — | — | — | — |
| 2022 | $43,108 | — | — | — | $43,108 |