Plan Snapshot
- Plan Sponsor: Buchalter, A Professional Corporation
- Sponsor EIN: 952640846
- Sponsor Address: 1000 WILSHIRE BOULEVARD, LOS ANGELES, CA, 900172457
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $27.0M | $0 | $2.5M |
| 2023 | 135 | $24.6M | $0 | $2.3M |
| 2022 | 122 | $19.7M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Other Service Provider | $31,088 | — | $31,088 |
| MERRILL LYNCH RETIREMENT | Investment Advisor | $24,300 | — | $24,300 |
| NEWPORT TRUST COMPANY | Custodian / Trustee | $9,378 | — | $9,378 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,766
- Estimated Expense Ratio: 0.240% 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 | $63,907 | $23,441 | $18,968 | — | — |
| 2023 | $40,824 | $18,057 | $16,153 | — | — |
| 2022 | $28,204 | $13,816 | $11,874 | — | — |