Plan Snapshot
- Plan Sponsor: Knobbe Martens Olson & Bear, LLP
- Sponsor EIN: 953605138
- Sponsor Address: 2040 MAIN STREET, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 676
- Total Assets: $363.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 676 | $363.4M | $6.4M | $8.4M |
| 2023 | 690 | $318.7M | $5.7M | $8.2M |
| 2022 | 677 | $269.4M | $5.4M | $7.4M |
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 | $240,772 | $159,323 | — | — | — |
| 2023 | $208,967 | $126,414 | — | — | — |
| 2022 | $249,288 | $154,491 | — | — | $13,277 |