Plan Snapshot
- Plan Sponsor: Cyberpower INC.
- Sponsor EIN: 954674036
- Sponsor Address: 730 BALDWIN PARK BLVD., CITY OF INDUSTRY, CA, 91746
- Plan Type: DC
- Total Participants: 211
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 211 | $9.6M | $461,544 | $780,943 |
| 2023 | 202 | $7.9M | $404,376 | $675,582 |
| 2022 | 198 | $6.3M | $389,630 | $664,265 |
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 |
|---|---|---|---|---|
| AVANTAX ADVISORY SRVC | INVESTMENT ADVISOR | $100,337 | — | $100,337 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $17,780 | — | $17,780 |
| THONG, YU, WONG & LEE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AVANTAX ADVISORY SRVC — INVESTMENT ADVISOR
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- THONG, YU, WONG & LEE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,117
- Estimated Expense Ratio: 1.226% of plan assets
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 | $117,052 | — | — | — | — |
| 2023 | $94,833 | — | — | — | — |
| 2022 | $90,431 | — | — | — | — |