Plan Snapshot
- Plan Sponsor: Fortune Enterprise Holdings INC.
- Sponsor EIN: 201303840
- Sponsor Address: 2883 SURVEYOR ST, POMONA, CA, 91768
- Plan Type: DC
- Total Participants: 2,423
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,423 | $1.6M | $0 | $400,830 |
| 2023 | 2,141 | $1.2M | $0 | $294,959 |
| 2022 | 2,125 | $833,088 | $0 | $251,922 |
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 |
|---|---|---|---|---|
| THONG, YU, WONG & LEE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THONG, YU, WONG & LEE 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 | $36,701 | — | $36,701 | — | — |
| 2023 | $28,095 | — | $28,095 | — | — |
| 2022 | $24,155 | $24,155 | — | — | — |