# Egg Rock Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/egg-rock-holdings-llc-401k-plan

> Egg Rock Holdings, LLC's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Egg Rock Holdings, LLC

- **Sponsor EIN:** 813422228

- **Sponsor Address:** 500 W COLORADO ST, GLENDALE, CA, 91204

- **Plan Type:** 401(k)

- **Total Participants:** 24

- **Total Assets:** $1.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|24|$1.4M|$0|$173,370|

| 2023|103|$2.5M|$0|$309,236|

| 2022|108|$2.1M|$0|$307,226|

| 2021|119|$2.5M|$0|$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|

| PROFESSIONA CAPITAL SERVICE, LLC|CONTRACT ADMINISTRATOR|$25,753|—|$25,753|

| ALLIANCE BENEFIT GROUP - ROCKY MTN|INVESTMENT ADVISOR|$12,088|—|$12,088|

| HBK CPA'S & CONSULTANTS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PROFESSIONA CAPITAL SERVICE, LLC](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,841

- **Estimated Expense Ratio:** 2.677% 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|$37,841|$12,088|$25,753|—|—|

| 2023|$23,892|$13,350|$10,542|—|—|

| 2022|$46,149|$12,894|$33,255|—|—|

| 2021|$16,943|$12,569|$4,374|—|—|

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