Plan Snapshot
- Plan Sponsor: Far West Services, LLC
- Sponsor EIN: 833343839
- Sponsor Address: 1675 SCENIC AVENUE, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 3,427
- Total Assets: $2.7M
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 | 3,427 | $2.7M | $330,800 | $582,843 |
| 2023 | 2,746 | $2.1M | $328,974 | $545,148 |
| 2022 | 1,378 | $1.2M | $287,141 | $443,366 |
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 |
|---|---|---|---|---|
| BEACON POINTE ADVISORS | SERVICE PROVIDER | — | $11,396 | $11,396 |
| WITHUM SMITH & BROWN PC | Auditor | $7,619 | — | $7,619 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $7,498 | $69 | $7,567 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACON POINTE ADVISORS — SERVICE PROVIDER
- WITHUM SMITH & BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,582
- Estimated Expense Ratio: 0.968% 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 | $7,619 | — | — | $7,619 | — |
| 2023 | $16,557 | — | — | — | — |
| 2022 | $12,442 | — | — | — | — |