Plan Snapshot
- Plan Sponsor: Eckert & Ziegler Isotope Products, INC.
- Sponsor EIN: 952666980
- Sponsor Address: 24937 AVENUE TIBBITTS, VALENCIA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $51.8M
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 | 167 | $51.8M | $923,648 | $2.1M |
| 2023 | 156 | $44.1M | $803,992 | $1.8M |
| 2022 | 142 | $35.6M | $745,646 | $1.6M |
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 |
|---|---|---|---|---|
| BDO USA, P.C | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.029% 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 | -$1,106 | $16,976 | — | $15,000 | — |
| 2023 | $14,980 | $19,566 | $1,200 | $20,000 | — |
| 2022 | $13,485 | $13,389 | — | — | — |