Plan Snapshot
- Plan Sponsor: Five Point Communities Mgmt INC
- Sponsor EIN: 270179123
- Sponsor Address: 2000 FIVE POINT 4TH FLOOR, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $65.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 90 | $65.3M | $493,171 | $1.5M |
| 2023 | 97 | $61.1M | $544,815 | $1.5M |
| 2022 | 122 | $51.7M | $692,379 | $1.9M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,816 | — | — | — | — |
| 2023 | $27,328 | $9,500 | $1,353 | — | — |
| 2022 | $39,846 | $9,500 | $4,771 | — | — |