Plan Snapshot
- Plan Sponsor: La Follette, Johnson, Dehaas, Fesler & Ames
- Sponsor EIN: 953107774
- Sponsor Address: 701 N BRAND BLVD., GLENDALE, CA, 91203
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $22.9M
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 | 121 | $22.9M | $316,890 | $1.0M |
| 2023 | 126 | $21.1M | $294,978 | $1.0M |
| 2022 | 122 | $20.4M | $205,584 | $971,947 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — 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 | $51,899 | — | — | — | — |
| 2023 | $48,903 | — | $48,903 | — | — |
| 2022 | $48,688 | — | — | — | $48,688 |