Plan Snapshot
- Plan Sponsor: Avcorp Composite Fabrication, INC.
- Sponsor EIN: 474628876
- Sponsor Address: 1600 W 135TH ST, GARDENA, CA, 90249
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $365
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. |
|---|---|---|---|---|
| 2023 | 0 | $365 | $44,750 | $100,377 |
| 2022 | 67 | $12.7M | $176,223 | $345,393 |
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 |
|---|---|---|---|---|
| USI ADVISORS, INC. | Other Service Provider | $18,750 | — | $18,750 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $12,808 | — | $12,808 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,558
- Estimated Expense Ratio: 8646.027% 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 |
|---|---|---|---|---|---|
| 2023 | $33,372 | $18,750 | — | — | — |
| 2022 | $59,974 | $37,500 | — | — | $22,474 |