Plan Snapshot
- Plan Sponsor: Best Best & Krieger LLP
- Sponsor EIN: 952157337
- Sponsor Address: 3390 UNIVERSITY AVE 5TH FL, RIVERSIDE, CA, 925013314
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $79.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 393 | $79.7M | $2.2M | $4.3M |
| 2023 | 373 | $75.4M | $1.9M | $4.0M |
| 2022 | 395 | $63.0M | $1.9M | $3.8M |
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 |
|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP. | CONTRACT ADMIN | $44,979 | — | $44,979 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $43,995 | — | $43,995 |
| SOLTIS INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $30,000 | — | $30,000 |
| HALLIDAY & COMPANY CPA'S | AUDITOR | $13,394 | — | $13,394 |
| HALLIDAY & COMPANY, CPAS | Auditor | $13,394 | — | $13,394 |
| BEST BEST & KRIEGER, LLP | OTHER | $7,810 | — | $7,810 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,572
- Estimated Expense Ratio: 0.193% 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 | $172,004 | $30,000 | $44,979 | $13,394 | — |
| 2023 | $97,912 | $30,000 | — | $19,926 | — |
| 2022 | $110,643 | $29,995 | — | — | $17,450 |