Plan Snapshot
- Plan Sponsor: Hooper, Lundy & Bookman, P.C.
- Sponsor EIN: 954109805
- Sponsor Address: 1875 CENTURY PARK EAST, SUITE 1600, LOS ANGELES, CA, 90067
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $55.0M
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 | 95 | $55.0M | $750,882 | $1.7M |
| 2023 | 99 | $48.5M | $736,661 | $1.7M |
| 2022 | 94 | $40.4M | $669,088 | $1.5M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $26,483 | $2,765 | — | — | — |
| 2023 | $21,866 | $3,061 | — | — | — |
| 2022 | $21,149 | $6,446 | — | — | — |