Plan Snapshot
- Plan Sponsor: Land Home Financial Services, In
- Sponsor EIN: 680151632
- Sponsor Address: 1355 WILLOW WAY, SUITE 250, CONCORD, CA, 94520
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 340
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 340 | $25.1M | $107,928 | $1.6M |
| 2023 | 324 | $22.5M | $107,929 | $1.8M |
| 2022 | 416 | $21.7M | $81,860 | $2.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $13,088 | — | $13,088 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,088
- Estimated Expense Ratio: 0.052% 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 | $13,088 | $3,770 | — | — | — |
| 2023 | $12,650 | $3,888 | — | — | — |
| 2022 | $16,756 | — | — | — | — |