Plan Snapshot
- Plan Sponsor: International E-Z Up, INC.
- Sponsor EIN: 954104156
- Sponsor Address: 1900 SECOND STREET, NORCO, CA, 92860
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $5.7M
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 | 111 | $5.7M | $160,903 | $445,301 |
| 2023 | 110 | $5.6M | $173,027 | $426,742 |
| 2022 | 123 | $4.3M | $185,538 | $396,969 |
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 |
|---|---|---|---|---|
| SWENSON CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWENSON CORPORATION — 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 | $1,197,318 | — | $35,674 | — | — |
| 2023 | $133,550 | — | $30,417 | — | — |
| 2022 | $27,418 | — | — | — | — |