Plan Snapshot
- Plan Sponsor: Etekcity Corporation
- Sponsor EIN: 453973706
- Sponsor Address: 1775 FLIGHT WAY, TUSTIN, CA, 92782
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $4.8M
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 | 126 | $4.8M | $400,491 | $795,299 |
| 2023 | 110 | $3.5M | $355,155 | $631,691 |
| 2022 | 140 | $1.9M | $309,487 | $590,421 |
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 |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | Investment Advisor | $10,199 | — | $10,199 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,199
- Estimated Expense Ratio: 0.212% 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 | $13,354 | $10,199 | — | — | — |
| 2023 | $7,092 | $5,742 | — | — | — |
| 2022 | $9,771 | — | — | — | — |