Plan Snapshot
- Plan Sponsor: Intelliloan, INC.
- Sponsor EIN: 954449805
- Sponsor Address: 500 N STATE COLLEGE, ORANGE, CA, 92868
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $4.5M
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 | 44 | $4.5M | $12,300 | $203,464 |
| 2023 | 39 | $4.1M | $12,615 | $209,085 |
| 2022 | 49 | $3.5M | $18,296 | $345,483 |
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 |
|---|---|---|---|---|
| ACQUAVELLA, CHIARELLI, SHUSTER, LLP | Auditor | — | — | $0 |
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 | $14,305 | — | $14,305 | — | — |
| 2023 | $13,054 | — | $13,054 | — | — |
| 2022 | $12,873 | $12,723 | $150 | — | — |