Plan Snapshot
- Plan Sponsor: La Jolla Beach And Tennis Club Partners L.P.
- Sponsor EIN: 330265921
- Sponsor Address: 2000 SPINDRIFT DR., LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $8.8M
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 | 405 | $8.8M | $279,981 | $745,689 |
| 2023 | 382 | $8.0M | $256,326 | $691,656 |
| 2022 | 232 | $7.0M | $77,415 | $449,823 |
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 |
|---|---|---|---|---|
| LING & BOUMAN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LING & BOUMAN, LLP — 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 | $93,486 | $31,444 | — | — | — |
| 2023 | $60,833 | $22,890 | — | — | — |
| 2022 | $53,823 | $22,435 | $31,388 | — | — |