Plan Snapshot
- Plan Sponsor: Boardwalk Ig Management, LLC
- Sponsor EIN: 810819781
- Sponsor Address: 1945 PLACENTIA AVENUE, COSTA MESA, CA, 92627
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $15.2M
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. |
|---|---|---|---|---|
| 2024 | 67 | $15.2M | $185,077 | $432,700 |
| 2023 | 77 | $15.2M | $201,853 | $483,782 |
| 2022 | 91 | $13.5M | $184,146 | $402,606 |
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 |
|---|---|---|---|---|
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — 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 | $56,355 | — | $56,355 | — | — |
| 2023 | $52,342 | — | $52,342 | — | — |
| 2022 | $43,161 | — | $43,161 | — | — |