Plan Snapshot
- Plan Sponsor: Lance, Soll & Lunghard, LLP
- Sponsor EIN: 952700123
- Sponsor Address: 500 TECHNOLOGY DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $15.3M
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 | $15.3M | $291,539 | $1.3M |
| 2023 | 112 | $13.2M | $208,025 | $1.1M |
| 2022 | 108 | $10.7M | $180,266 | $972,576 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY, 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 | $63,909 | $35,535 | $7,690 | — | — |
| 2023 | $49,578 | $28,838 | $3,073 | — | — |
| 2022 | $63,379 | — | — | — | — |