Plan Snapshot
- Plan Sponsor: Champion Discs, Incorporated
- Sponsor EIN: 953894688
- Sponsor Address: 950 SOUTH DUPONT AVENUE, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 114
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 114 | $14.4M | $207,936 | $249,231 |
| 2023 | 145 | $13.4M | $572,725 | $383,554 |
| 2022 | 111 | $12.0M | $588,009 | $306,947 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $75,776 | — | $75,776 |
| ROCKEFELLER CAPITAL MANAGEMENT INS | Investment Advisor | $48,026 | — | $48,026 |
| LIDEN, NESTLE, SOLED & ASSOCIATES | Recordkeeper | $10,366 | — | $10,366 |
| GYL LLP | Auditor | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
- GYL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,168
- Estimated Expense Ratio: 0.980% 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 | $115,660 | — | — | — | — |
| 2023 | $104,958 | — | — | — | — |
| 2022 | $333,930 | — | — | — | — |