Plan Snapshot
- Plan Sponsor: Harbinder S Brar Md INC
- Sponsor EIN: 330876263
- Sponsor Address: 3637 ARLINGTON AVE STE 202, RIVERSIDE, CA, 925063923
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 231 | $1.3M | $0 | $109,586 |
| 2022 | 225 | $740,134 | $0 | $96,603 |
| 2020 | 180 | $650,236 | $0 | $0 |
| 2019 | 157 | $546,062 | $0 | $0 |
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 |
|---|---|---|---|---|
| DANIELLS PHILLIPS VAUGHAN & BOCK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELLS PHILLIPS VAUGHAN & BOCK — Auditor
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 | $5,900 | $2,448 | $3,452 | — | — |
| 2022 | $6,307 | $997 | $2,040 | — | $3,270 |
| 2020 | $1,856 | $415 | $1,441 | — | — |
| 2019 | $1,431 | $334 | $1,097 | — | — |