Plan Snapshot
- Plan Sponsor: Fowler Property Acquisitions, LLC
- Sponsor EIN: 331083684
- Sponsor Address: 2082 MICHELSON DR., FL. 4, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $22.2M
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 | 171 | $22.2M | $350,030 | $1.8M |
| 2023 | 228 | $20.4M | $331,349 | $1.7M |
| 2022 | 197 | $15.3M | $285,411 | $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 |
|---|---|---|---|---|
| LAVINE LOFGREN MORRIS ENGELBERG LLP | Auditor | — | — | $0 |
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 | $108,592 | $51,124 | — | — | — |
| 2023 | $50,679 | $27,128 | — | — | — |
| 2022 | $56,668 | $5,741 | — | — | — |