Plan Snapshot
- Plan Sponsor: Consumer Portfolio Services, INC.
- Sponsor EIN: 330459135
- Sponsor Address: 19500 JAMBOREE ROAD, 6TH FLOOR, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 906
- Total Assets: $71.3M
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 | 906 | $71.3M | $1.5M | $4.3M |
| 2023 | 829 | $59.7M | $1.4M | $3.8M |
| 2022 | 772 | $49.0M | $1.3M | $3.4M |
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 |
|---|---|---|---|---|
| HASKELL & WHITE LLP | Auditor | — | — | $0 |
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 | $168,886 | $52,353 | — | — | — |
| 2023 | $209,961 | $60,203 | — | — | — |
| 2022 | $228,171 | $167,282 | $58,891 | — | — |