Plan Snapshot
- Plan Sponsor: Dudek
- Sponsor EIN: 953873865
- Sponsor Address: 605 THIRD STREET, ENCINITAS, CA, 92024
- Plan Type: DC
- Total Participants: 525
- Total Assets: $45.5M
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 | 525 | $45.5M | $3.4M | $0 |
| 2023 | 508 | $43.4M | $2.4M | $0 |
| 2022 | 465 | $39.3M | $3.3M | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL | Recordkeeper | $62,297 | — | $62,297 |
| CORNERSTONE | Custodian / Trustee | $52,500 | — | $52,500 |
| PRAIRIE CAPITAL | Other Service Provider | $39,869 | — | $39,869 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,666
- Estimated Expense Ratio: 0.340% 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 | $154,680 | $52,500 | $62,296 | — | — |
| 2023 | $153,516 | — | — | — | — |
| 2022 | $181,052 | $35,000 | $65,732 | — | $80,295 |