Plan Snapshot
- Plan Sponsor: Bill Howe Plumbing, INC.
- Sponsor EIN: 330126972
- Sponsor Address: 9085 AERO DRIVE, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $8.6M
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 | 182 | $8.6M | $112,305 | $713,293 |
| 2023 | 203 | $7.1M | $106,542 | $666,713 |
| 2022 | 175 | $6.1M | $86,612 | $573,995 |
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 |
|---|---|---|---|---|
| LING & BOUMAN CPA'S LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LING & BOUMAN CPA'S LLP — Auditor
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 | $14,654 | — | $14,654 | — | — |
| 2023 | $41,897 | — | $41,897 | — | — |
| 2022 | $32,596 | — | $32,596 | — | — |