Plan Snapshot
- Plan Sponsor: Infinity Plumbing Designs, INC
- Sponsor EIN: 205648753
- Sponsor Address: 9182 STELLAR COURT, CORONA, CA, 928834923
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 252 | $1.3M | $0 | $269,955 |
| 2023 | 263 | $1.0M | $0 | $203,323 |
| 2022 | 273 | $752,847 | $0 | $187,507 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $9,345 | — | $9,345 |
| EQUITABLE NETWORK LLC | OTHER SERVICES | — | $8,466 | $8,466 |
| SINGERLEWAK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EQUITABLE NETWORK LLC — OTHER SERVICES
- SINGERLEWAK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,811
- Estimated Expense Ratio: 1.352% 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 | $9,345 | — | $9,345 | — | — |
| 2023 | $7,599 | — | $7,599 | — | — |
| 2022 | $9,236 | — | $9,236 | — | — |