Plan Snapshot
- Plan Sponsor: Floyd Skeren Manukian Langevin, LLP
- Sponsor EIN: 464244507
- Sponsor Address: 101 MOODY COURT, THOUSAND OAKS, CA, 91360
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $8.8M
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 | 111 | $8.8M | -$612 | $674,390 |
| 2023 | 100 | $8.1M | $4,127 | $594,523 |
| 2022 | 95 | $7.4M | $12,921 | $527,414 |
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 |
|---|---|---|---|---|
| K A L L ACCOUNTANCY CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- K A L L ACCOUNTANCY CORPORATION — 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 | $49,871 | — | $49,871 | — | — |
| 2023 | $46,874 | — | $938 | — | — |
| 2022 | $43,473 | — | — | — | — |