# La Mesa Rv Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/la-mesa-rv-center-inc-401k-plan

> La Mesa Rv Center, INC.'s 401(k) plan: 1,087 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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