Plan Snapshot
- Plan Sponsor: Denco Family, INC.
- Sponsor EIN: 461731629
- Sponsor Address: 15051 LEFFINGWELL ROAD, SUITE 201, WHITTIER, CA, 90604
- Plan Type: 401(k)
- Total Participants: 1,055
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,055 | $2.6M | $17,652 | $282,384 |
| 2023 | 1,087 | $2.3M | $304,386 | $374,410 |
| 2022 | 1,218 | $1.6M | $718,044 | $760,639 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $29,088 | — | $29,088 |
| ECONOMIC GROUP PENSION SERVICES | CONTRACT ADMIN | $6,109 | $1,324 | $7,433 |
| JAMES MILLER, P.C. CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,521
- Estimated Expense Ratio: 1.403% 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 | $35,613 | — | — | — | — |
| 2023 | $16,914 | — | — | — | — |
| 2022 | $11,357 | $11,357 | — | — | — |