Plan Snapshot
- Plan Sponsor: Dudek
- Sponsor EIN: 953873865
- Sponsor Address: 605 THIRD STREET, ENCINITAS, CA, 920243513
- Plan Type: 401(k)
- Total Participants: 908
- Total Assets: $90.7M
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 | 908 | $90.7M | $1.0M | $6.4M |
| 2023 | 887 | $77.1M | $963,986 | $5.7M |
| 2022 | 792 | $60.4M | $889,768 | $5.2M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | THIRD PARTY ADMINISTRATOR | $55,876 | — | $55,876 |
| CONCURRENT INVESTMENT ADVISORS, LLC | CONSULTANT | $25,000 | — | $25,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,876
- Estimated Expense Ratio: 0.089% 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 | $155,603 | — | — | — | — |
| 2023 | $144,178 | $12,500 | — | — | — |
| 2022 | $155,536 | $18,737 | — | — | $23,070 |