Plan Snapshot
- Plan Sponsor: Fluid Components International, LLC
- Sponsor EIN: 830302262
- Sponsor Address: 1755 LA COSTA MEADOWS DRIVE, SAN MARCOS, CA, 92078
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $38.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 72 | $38.4M | $500,500 | $1.4M |
| 2023 | 220 | $40.3M | $590,866 | $1.6M |
| 2022 | 229 | $37.5M | $532,314 | $1.4M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $46,025 | — | $46,025 |
| BEACON POINTE ADVISORS, LLC | NONE | $14,999 | — | $14,999 |
| MILLER KAPLAN ARASE LLP | NONE | $14,000 | — | $14,000 |
| CHARLES SCHWAB TRUST COMPANY | NONE | — | $9,519 | $9,519 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BEACON POINTE ADVISORS, LLC — NONE
- MILLER KAPLAN ARASE LLP — NONE
- CHARLES SCHWAB TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,543
- Estimated Expense Ratio: 0.220% 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 | $75,590 | — | $46,591 | $28,999 | — |
| 2023 | $77,517 | — | $45,518 | $31,999 | — |
| 2022 | $74,243 | — | $74,243 | — | — |