Plan Snapshot
- Plan Sponsor: Falck Usa, INC.
- Sponsor EIN: 273850429
- Sponsor Address: 1517 W. BRADEN CT., ORANGE, CA, 92868
- Plan Type: 401(k)
- Total Participants: 2,757
- Total Assets: $82.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,757 | $82.2M | $3.6M | $5.8M |
| 2023 | 2,672 | $69.1M | $3.2M | $5.2M |
| 2022 | 2,399 | $59.2M | $3.4M | $5.5M |
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 |
|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | NONE | $129,974 | — | $129,974 |
| WESPAC ADVISORS, LLC | NONE | $52,233 | — | $52,233 |
| LSL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,207
- Estimated Expense Ratio: 0.222% 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 | $182,207 | $52,233 | $84,224 | — | — |
| 2023 | $204,215 | $41,279 | $126,719 | — | — |
| 2022 | $155,777 | $38,152 | $33,486 | — | — |