Plan Snapshot
- Plan Sponsor: Knox Attorney Service, INC.
- Sponsor EIN: 953057541
- Sponsor Address: 1550 HOTEL CIRCLE NORTH, SUITE 440, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $3.1M
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 | 85 | $3.1M | $5,265 | $182,346 |
| 2023 | 94 | $2.9M | $5,198 | $183,413 |
| 2022 | 115 | $2.4M | $4,825 | $167,903 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $27,695 | — | $27,695 | — | — |
| 2023 | $23,307 | — | $23,307 | — | — |
| 2022 | $23,717 | — | $23,717 | — | — |