Plan Snapshot
- Plan Sponsor: Electrical Source Holdings, LLC
- Sponsor EIN: 300852964
- Sponsor Address: 2820 N ONTARIO STREET, BURBANK, CA, 91504
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $2.2M | $4.0M |
| 2022 | 747 | $30.1M | $1.8M | $3.5M |
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 |
|---|---|---|---|---|
| MESIROW FINANCIAL | Investment Advisor | $65,186 | — | $65,186 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $58,179 | — | $58,179 |
| BAKER TILLY US, LLP | Other Service Provider | $21,000 | — | $21,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $17,670 | — | $17,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,035
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 |
|---|---|---|---|---|---|
| 2023 | $162,034 | $82,855 | — | $21,000 | — |
| 2022 | $120,817 | $12,733 | — | — | — |