Plan Snapshot
- Plan Sponsor: Laird Mfg, LLC
- Sponsor EIN: 770529628
- Sponsor Address: 531 S. HWY 59, MERCED, CA, 95341
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 128 | $9.6M | $582,638 | $474,326 |
| 2023 | 130 | $8.5M | $600,878 | $519,769 |
| 2022 | 151 | $6.6M | $627,513 | $457,142 |
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 |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, PLLC — 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 | $79,517 | $32,788 | $46,729 | — | — |
| 2023 | $71,705 | — | $71,705 | — | — |
| 2022 | $8,839 | — | $8,839 | — | — |