Plan Snapshot
- Plan Sponsor: Independent Options, INC.
- Sponsor EIN: 330048519
- Sponsor Address: 391 CORPORATE TERRACE CIRCLE, CORONA, CA, 92879
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 366 | $8.0M | $0 | $0 |
| 2024 | 343 | $7.2M | $0 | $0 |
| 2023 | 333 | $5.9M | $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 |
|---|---|---|---|---|
| STUART J. SCHNEIDER, CPA | Auditor | $5,975 | — | $5,975 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,975
- Estimated Expense Ratio: 0.075% 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 |
|---|---|---|---|---|---|
| 2025 | $25,538 | — | $19,563 | $5,975 | — |
| 2024 | $24,163 | — | $17,938 | $6,225 | — |
| 2023 | $25,394 | — | $15,894 | — | $9,500 |