Plan Snapshot
- Plan Sponsor: Aztec Landscaping INC
- Sponsor EIN: 330503963
- Sponsor Address: 7980 LEMON GROVE WAY, LEMON GROVE, CA, 919451820
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 407 | $1.0M | $0 | $271,410 |
| 2023 | 327 | $746,434 | $0 | $249,484 |
| 2022 | 287 | $482,312 | $0 | $225,240 |
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 |
|---|---|---|---|---|
| MELETIS & MUNSCH, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,279 | $6,085 | $21,334 | — | — |
| 2023 | $22,259 | $4,119 | $729 | — | — |
| 2022 | $18,232 | $2,669 | $15,563 | — | — |