Plan Snapshot
- Plan Sponsor: La Mesa Rv Center, INC.
- Sponsor EIN: 952781974
- Sponsor Address: 7430 COPLEY PARK PLACE, SAN DIEGO, CA, 921111122
- Plan Type: 401(k)
- Total Participants: 1,087
- Total Assets: $31.8M
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 | 1,087 | $31.8M | $0 | $4.2M |
| 2023 | 1,168 | $30.3M | $0 | $4.7M |
| 2022 | 1,390 | $25.8M | $0 | $5.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $147,188 | — | $147,188 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $72,668 | $18 | $72,686 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY | $34,317 | $68 | $34,385 |
| PKF SAN DIEGO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,259
- Estimated Expense Ratio: 0.800% 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 | $254,173 | $79,747 | $147,188 | — | — |
| 2023 | $234,678 | $52,307 | $136,524 | $14,650 | — |
| 2022 | $206,653 | $50,188 | $112,360 | — | $44,105 |