Plan Snapshot
- Plan Sponsor: L.E. Coppersmith, LLC
- Sponsor EIN: 952127927
- Sponsor Address: 525 SOUTH DOUGLAS STREET, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $17.3M
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 | 133 | $17.3M | $196,320 | $657,120 |
| 2023 | 138 | $18.1M | $700,828 | $662,052 |
| 2022 | 147 | $15.7M | $0 | $653,197 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $29,462 | — | $29,462 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $22,542 | — | $22,542 |
| FUTUREPLAN BY ASCENSUS-KRAVITZ, LLC | Recordkeeper | — | $10,000 | $10,000 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $8,822 | — | $8,822 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN BY ASCENSUS-KRAVITZ, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,826
- Estimated Expense Ratio: 0.410% of plan assets
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 | $58,870 | — | $58,870 | — | — |
| 2023 | $71,186 | $20,083 | — | — | — |
| 2022 | $70,918 | $45,708 | — | — | $25,210 |