# Incast Asset Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/incast-asset-management-inc-401k-plan

> Incast Asset Management, INC.'s 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Incast Asset Management, INC.

- **Sponsor EIN:** 262429216

- **Sponsor Address:** 6400 ARTESIA BLVD., BUENA PARK, CA, 90620

- **Plan Type:** 401(k)

- **Total Participants:** 195

- **Total Assets:** $10.1M

## 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|195|$10.1M|$258,317|$1.1M|

| 2023|183|$8.3M|$252,222|$1.0M|

| 2022|162|$6.5M|$175,599|$854,246|

## 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|

| RPA FINANCIAL, LLC|INVESTMENT ADVISORY|$29,168|$9|$29,177|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINSTRATOR|$28,950|—|$28,950|

| MAXUS PLAN SOLUTIONS INC.|OTHER SERVICES|$7,326|$4,264|$11,590|

| WRIGHT FORD YOUNG & CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WRIGHT FORD YOUNG & CO](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,717

- **Estimated Expense Ratio:** 0.688% 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|$65,442|—|$56,807|—|—|

| 2023|$52,209|$22,379|$29,830|—|—|

| 2022|$49,096|—|$20,360|—|$28,736|

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