Plan Snapshot
- Plan Sponsor: Industrial Commercial Systems,
- Sponsor EIN: 330005175
- Sponsor Address: 1165 JOSHUA WAY, VISTA, CA, 920817840
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $5.2M
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 | 107 | $5.2M | $166,559 | $437,691 |
| 2023 | 99 | $4.7M | $159,627 | $487,222 |
| 2022 | 130 | $4.0M | $113,253 | $433,775 |
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 |
|---|---|---|---|---|
| POOLER CPA GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POOLER CPA GROUP, LLC — 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 | $38,841 | $24,536 | $13,445 | — | — |
| 2023 | $31,023 | $20,637 | $9,526 | — | — |
| 2022 | $28,154 | $19,009 | $9,145 | — | — |