Plan Snapshot
- Plan Sponsor: F.S. & Gs. Services, INC.
- Sponsor EIN: 911429279
- Sponsor Address: 777 N GEORGIA AVE, AZUSA, CA, 91702
- Plan Type: 401(k)
- Plan Number: 011
- Total Participants: 0
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $2.6M | $26,725 | $0 |
| 2022 | 69 | $2.9M | $408,192 | $17,729 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE | Other Service Provider | $26,377 | — | $26,377 |
| HUNNEX AND SHOEMAKER | Other Service Provider | $10,125 | $60 | $10,185 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,562
- Estimated Expense Ratio: 1.393% 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 |
|---|---|---|---|---|---|
| 2023 | $36,500 | $36,500 | — | — | — |
| 2022 | $268,561 | — | — | — | — |