Plan Snapshot
- Plan Sponsor: Higgs, Fletcher & Mack, LLP
- Sponsor EIN: 951743907
- Sponsor Address: 401 WEST A STREET, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $52.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 146 | $52.5M | $488,315 | $1.9M |
| 2023 | 139 | $46.0M | $470,471 | $1.9M |
| 2022 | 136 | $37.7M | $476,490 | $1.8M |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | Auditor | — | — | $0 |
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 | $29,238 | $2,953 | — | — | — |
| 2023 | $28,759 | $3,856 | — | — | — |
| 2022 | $4,022 | $4,022 | — | — | — |