Plan Snapshot
- Plan Sponsor: Ford, Walker, Haggerty & Behar, LLP
- Sponsor EIN: 330485182
- Sponsor Address: ONE WORLD TRADE CENTER, 27TH FLOOR, LONG BEACH, CA, 908312700
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $34.9M
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 | 150 | $34.9M | $784,219 | $1.0M |
| 2023 | 143 | $30.3M | $616,754 | $1.0M |
| 2022 | 127 | $27.8M | $540,251 | $991,941 |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM 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 | $80,185 | $18,877 | — | — | — |
| 2023 | $75,566 | $16,685 | — | — | — |
| 2022 | $82,708 | $16,568 | $66,140 | — | — |