Plan Snapshot
- Plan Sponsor: Fluidmaster, INC.
- Sponsor EIN: 951942465
- Sponsor Address: 30800 RANCHO VIEJO ROAD, SAN JUAN CAPISTRANO, CA, 92675
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 133
- Total Assets: $53.2M
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 | 133 | $53.2M | $1.6M | $1.7M |
| 2023 | 134 | $49.1M | $1.4M | $1.4M |
| 2022 | 133 | $46.1M | $1.4M | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Investment Advisor | $106,801 | — | $106,801 |
| MARCUM LLP | Auditor | $22,150 | — | $22,150 |
| CPS EMPLOYER BENEFITS INS SOLUTIONS | Investment Advisor | $15,233 | — | $15,233 |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | Other Service Provider | $13,505 | — | $13,505 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,873 | — | $6,873 |
| ASCENSUS | Recordkeeper | — | $6,684 | $6,684 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,246
- Estimated Expense Ratio: 0.322% 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 | $111,607 | $111,607 | — | — | — |
| 2023 | $85,550 | $85,550 | — | — | — |
| 2022 | $160,148 | $160,148 | — | — | — |