Plan Snapshot
- Plan Sponsor: Duffy Kruspodin, LLP
- Sponsor EIN: 954244393
- Sponsor Address: 21600 OXNARD STREET, WOODLAND HILLS, CA, 913674969
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 149 | $18.1M | $137,046 | $1.5M |
| 2023 | 152 | $15.8M | $117,672 | $1.5M |
| 2022 | 152 | $11.1M | $94,591 | $1.3M |
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 |
|---|---|---|---|---|
| LARSON & COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON & COMPANY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,291 | $971 | — | — | — |
| 2023 | $6,062 | $1,646 | — | — | — |
| 2022 | $1,080 | $1,076 | — | — | — |