Plan Snapshot
- Plan Sponsor: James Perse Enterprises, LLC
- Sponsor EIN: 954498473
- Sponsor Address: 7373 FLORES STREET, DOWNEY, CA, 902424011
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $14.9M
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 | 251 | $14.9M | $490,253 | $991,321 |
| 2023 | 230 | $12.7M | $415,780 | $834,121 |
| 2022 | 222 | $10.2M | $326,264 | $643,557 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $141,204 | $79,022 | $1,425 | — | — |
| 2023 | $116,239 | $64,416 | $1,175 | — | — |
| 2022 | $109,819 | $64,089 | $725 | — | — |