Plan Snapshot
- Plan Sponsor: Embee Processing
- Sponsor EIN: 951719509
- Sponsor Address: 2136 S. HATHAWAY STREET, SANTA ANA, CA, 92705
- Plan Type: 401(k)
- Total Participants: 430
- Total Assets: $15.7M
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. |
|---|---|---|---|---|
| 2024 | 430 | $15.7M | $505,413 | $899,235 |
| 2023 | 428 | $13.7M | $540,280 | $937,139 |
| 2022 | 409 | $11.5M | $549,462 | $857,861 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $14,165 | — | $14,165 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,165
- Estimated Expense Ratio: 0.090% 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 | $14,165 | — | $14,165 | — | — |
| 2023 | $10,164 | — | $10,164 | — | — |
| 2022 | $10,284 | — | $10,284 | — | — |