# Frankel Family Trust D/B/A Management Support 401(k) Plan
Source: https://planprovider.pro/companies/frankel-family-trust-d-b-a-management-support-401k-plan

> Frankel Family Trust D/B/A Management Support's 401(k) plan: 483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frankel Family Trust D/B/A Management Support

- **Sponsor EIN:** 956757355

- **Sponsor Address:** 1800 E DEERE AVE., SANTA ANA, CA, 92705

- **Plan Type:** 401(k)

- **Total Participants:** 483

- **Total Assets:** $10.8M

## 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|483|$10.8M|$420,195|$785,355|

| 2023|391|$9.5M|$386,450|$693,302|

| 2022|378|$7.7M|$372,065|$660,943|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$29,751|—|$29,751|

| HASKELL & WHITE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,751

- **Estimated Expense Ratio:** 0.277% 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|$32,900|$3,149|—|—|—|

| 2023|$28,291|—|—|—|—|

| 2022|$26,671|—|—|—|—|

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