Plan Snapshot
- Plan Sponsor: El Monte Rents, INC.
- Sponsor EIN: 953538473
- Sponsor Address: 12818 FIRESTONE BLVD, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $10.2M
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 | 220 | $10.2M | $185,236 | $739,836 |
| 2023 | 188 | $8.6M | $216,689 | $693,181 |
| 2022 | 246 | $7.7M | $180,511 | $612,350 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $26,607 | — | $26,607 |
| BFSG, LLC | Investment Advisor | $22,879 | — | $22,879 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,486
- Estimated Expense Ratio: 0.484% 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 | $47,478 | $25,674 | — | — | — |
| 2023 | $40,264 | $21,482 | — | — | — |
| 2022 | $41,392 | — | $41,392 | — | — |