# Ayres Group 401(k) Plan
Source: https://planprovider.pro/companies/ayres-group-401k-plan

> Ayres Group's 401(k) plan: 762 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Ayres Group

- **Sponsor EIN:** 952951371

- **Sponsor Address:** 355 BRISTOL ST, COSTA MESA, CA, 92626

- **Plan Type:** 401(k)

- **Total Participants:** 762

- **Total Assets:** $19.7M

## 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|762|$19.7M|$434,074|$1.2M|

| 2022|697|$17.4M|$411,292|$1.1M|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$15,800|$84,948|$100,748|

| LPL FINANCIAL LLC|NONE|—|$90,148|$90,148|

| MARCUM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $190,896

- **Estimated Expense Ratio:** 0.969% 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|$5,800|—|$5,800|—|—|

| 2022|$7,100|—|$7,100|—|—|

## Similar Plans

- [Good Hope International](https://planprovider.pro/companies/good-hope-international-401k-plan) — 764 participants

- [Woodside Hotel Group Ltd.](https://planprovider.pro/companies/woodside-hotel-group-ltd-401k-plan) — 775 participants

- [Ayres Management L.P.](https://planprovider.pro/companies/ayres-management-l-p-401k-plan) — 780 participants

- [Sajahtera, INC. Dba The Beverly Hills Hotel](https://planprovider.pro/companies/sajahtera-inc-dba-the-beverly-hills-hotel-401k-plan) — 817 participants

- [Clearview Hotel Capital, LLC](https://planprovider.pro/companies/clearview-hotel-capital-llc-401k-plan) — 821 participants

- [Windsor Capital Group, INC.](https://planprovider.pro/companies/windsor-capital-group-inc-401k-plan) — 635 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ayres-group-401k-plan)

© 2026 PlanProvider.Pro