Plan Snapshot
- Plan Sponsor: Birtcher Anderson & Davis Associates, INC.
- Sponsor EIN: 850833976
- Sponsor Address: 31920 DEL OBISPO STREET, SAN JUAN CAPISTRANO, CA, 92675
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $12.9M
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 | 95 | $12.9M | $89,059 | $562,875 |
| 2023 | 100 | $11.2M | $67,696 | $487,404 |
| 2022 | 101 | $9.3M | $55,399 | $473,341 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE — 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 | $55,694 | $32,233 | $23,461 | — | — |
| 2023 | $46,819 | $27,220 | $19,599 | — | — |
| 2022 | $54,007 | — | $54,007 | — | — |