Plan Snapshot
- Plan Sponsor: Frasco, INC.
- Sponsor EIN: 952951406
- Sponsor Address: 9870 IRVINE CENTER DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 323 | $18.8M | $164,561 | $1.3M |
| 2023 | 258 | $17.3M | $135,091 | $987,354 |
| 2022 | 226 | $14.0M | $71,397 | $818,107 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $63,112 | — | $63,112 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,112
- Estimated Expense Ratio: 0.336% 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 | $12,131 | — | $12,131 | — | — |
| 2023 | $7,262 | — | $7,262 | — | — |
| 2022 | $7,921 | — | $7,921 | — | — |