Plan Snapshot
- Plan Sponsor: Image Options
- Sponsor EIN: 330856522
- Sponsor Address: 80 ICON, FOOTHILL RANCH, CA, 92610
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $11.2M
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 | 117 | $11.2M | $0 | $555,420 |
| 2023 | 128 | $10.1M | $0 | $606,344 |
| 2022 | 132 | $9.3M | $0 | $562,412 |
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 |
|---|---|---|---|---|
| CPS EMPLOYER BENEFITS INSURANCE | INVESTMENT ADVISOR | $16,000 | — | $16,000 |
| HICKS PENSION SERVICES | CONTRACT ADMIN | $2,325 | $5,135 | $7,460 |
| KIECKHAFER SCHIFFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIECKHAFER SCHIFFER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,460
- Estimated Expense Ratio: 0.210% 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 | $31,277 | — | — | — | — |
| 2023 | $27,709 | — | — | — | — |
| 2022 | $22,529 | — | $22,529 | — | — |