Plan Snapshot
- Plan Sponsor: Full Swing Golf, INC.
- Sponsor EIN: 330196815
- Sponsor Address: 1905 ASTON AVENUE, SUITE 100, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $14.0M
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 | 176 | $14.0M | $774,972 | $1.6M |
| 2023 | 196 | $10.6M | $733,904 | $1.4M |
| 2022 | 185 | $7.2M | $597,407 | $1.1M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | ADVISOR | $16,511 | — | $16,511 |
| WELLS FARGO ADVISORS | ADVISOR | $13,875 | — | $13,875 |
| JGD & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,386
- Estimated Expense Ratio: 0.217% 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 | $31,001 | — | — | — | — |
| 2023 | $21,507 | — | $21,507 | — | — |
| 2022 | $34,937 | — | $34,937 | — | — |