Plan Snapshot
- Plan Sponsor: Laserfiche/Compulink Management Center, INC.
- Sponsor EIN: 953010597
- Sponsor Address: 3443 LONG BEACH BLVD, LONG BEACH, CA, 90807
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $94.0M
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 | 241 | $94.0M | $1.8M | $3.9M |
| 2023 | 262 | $80.5M | $1.4M | $3.8M |
| 2022 | 272 | $62.9M | $2.7M | $3.6M |
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 |
|---|---|---|---|---|
| BEACH FREEMAN LIM & CLELAND, LLP | Auditor | — | — | $0 |
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 | -$32,839 | $15,176 | $600 | — | — |
| 2023 | -$7,490 | $17,711 | — | — | — |
| 2022 | -$44,326 | $15,577 | — | — | — |