# Consumer Portfolio Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/consumer-portfolio-services-inc-401k-plan-001-9135

> Consumer Portfolio Services, INC.'s 401(k) plan: 906 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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