Plan Snapshot
- Plan Sponsor: First Commercial Bank Usa
- Sponsor EIN: 954551814
- Sponsor Address: 200 E. MAIN STREET, ALHAMBRA, CA, 91801
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $25.3M | $351,938 | $934,407 |
| 2023 | 151 | $22.3M | $311,122 | $802,041 |
| 2022 | 149 | $18.6M | $273,806 | $744,431 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | ADVISOR | $7,766 | — | $7,766 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,766
- Estimated Expense Ratio: 0.031% 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 | $14,919 | $7,766 | — | $3,300 | — |
| 2023 | $17,914 | $7,467 | — | $6,672 | — |
| 2022 | $17,921 | $8,378 | — | — | — |