Plan Snapshot
- Plan Sponsor: Core Security Sdi Corporation
- Sponsor EIN: 043319378
- Sponsor Address: 49 DISCOVERY, SUITE 220, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $12.9M
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 | 45 | $12.9M | $83,340 | $815,191 |
| 2023 | 64 | $12.3M | $138,172 | $887,682 |
| 2022 | 64 | $10.7M | $129,523 | $813,017 |
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 |
|---|---|---|---|---|
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — 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 | $5,125 | — | $4,725 | — | — |
| 2023 | $5,225 | — | $4,590 | — | — |
| 2022 | $5,835 | — | — | — | — |