Plan Snapshot
- Plan Sponsor: Collins + Collins, LLP
- Sponsor EIN: 953948952
- Sponsor Address: 790 E. COLORADO BLVD., PASADENA, CA, 91101
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $20.1M
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 | 124 | $20.1M | $209,758 | $1.2M |
| 2023 | 118 | $16.7M | $190,179 | $1.0M |
| 2022 | 133 | $13.6M | $140,515 | $846,235 |
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 |
|---|---|---|---|---|
| LUCAS,HORSFALL,MURPHY&PINDROH, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCAS,HORSFALL,MURPHY&PINDROH, 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 | $32,082 | $5,035 | $27,047 | — | — |
| 2023 | $20,068 | $3,435 | $16,633 | — | — |
| 2022 | $556 | — | — | — | — |