Plan Snapshot
- Plan Sponsor: Directive Consulting
- Sponsor EIN: 471848192
- Sponsor Address: 1691 KETTERING ST., IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 43 | $3.7M | $198,523 | $502,589 |
| 2023 | 50 | $3.2M | $267,835 | $648,098 |
| 2022 | 87 | $2.3M | $353,783 | $786,070 |
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 |
|---|---|---|---|---|
| FORUSALL, INC. | ADMINISTRATOR | $11,479 | — | $11,479 |
| AT RETIREMENT SERVICES, LLC | N/A | $11,252 | — | $11,252 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,731
- Estimated Expense Ratio: 0.609% 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 | $22,731 | — | $11,479 | — | — |
| 2023 | $20,166 | — | $9,158 | — | — |
| 2022 | $10,112 | — | — | — | $10,112 |