Plan Snapshot
- Plan Sponsor: Fuel Cycle INC.
- Sponsor EIN: 203368552
- Sponsor Address: 11859 WILSHIRE BLVD SUITE 400, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $9.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $9.5M | $622,260 | $917,974 |
| 2023 | 125 | $6.7M | $496,770 | $885,452 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $14,686 | — | $14,686 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,686
- Estimated Expense Ratio: 0.155% 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 | $15,670 | $984 | — | — | — |
| 2023 | $7,516 | $108 | — | — | — |