Plan Snapshot
- Plan Sponsor: Costa Mesa Wings LLC
- Sponsor EIN: 202600543
- Sponsor Address: PO BOX 1867, ESCONDIDO, CA, 920331867
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $69,564
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 37 | $69,564 | $0 | $17,051 |
| 2023 | 44 | $55,150 | $0 | $14,984 |
| 2022 | 129 | $38,902 | $0 | $13,894 |
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 |
|---|---|---|---|---|
| MATRANGA & COMPANY | 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 | $2,235 | $432 | $943 | — | — |
| 2023 | $1,223 | $312 | $553 | — | — |
| 2022 | — | — | — | — | — |