Plan Snapshot
- Plan Sponsor: Fds Manufacturing Company
- Sponsor EIN: 951622718
- Sponsor Address: 2200 SOUTH RESERVOIR STREET, POMONA, CA, 91766
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $3.8M
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 | 95 | $3.8M | $0 | $130,418 |
| 2023 | 102 | $3.6M | $0 | $147,804 |
| 2022 | 104 | $3.6M | $0 | $178,229 |
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 |
|---|---|---|---|---|
| MARY ANN MCCARTHY | BROKER/DEALER | $18,847 | — | $18,847 |
| GYL LLP | Auditor | $1,560 | — | $1,560 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GYL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,407
- Estimated Expense Ratio: 0.532% 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 | $2,110 | — | $550 | $1,560 | — |
| 2023 | $6,540 | — | $5,140 | $1,400 | — |
| 2022 | $725 | $175 | $550 | — | — |