Plan Snapshot
- Plan Sponsor: Ldi Mechanical, INC.
- Sponsor EIN: 742946953
- Sponsor Address: 1587 BENTLEY DR SUITE 102, CORONA, CA, 92879
- Plan Type: 401(k)
- Total Participants: 544
- Total Assets: $7.7M
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 | 544 | $7.7M | $184,328 | $566,163 |
| 2023 | 619 | $6.5M | $182,056 | $510,678 |
| 2022 | 610 | $5.2M | $169,596 | $515,653 |
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 |
|---|---|---|---|---|
| WITHUM SMITH BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH BROWN PC — 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 | $50,118 | $33,301 | — | — | — |
| 2023 | $37,877 | $26,920 | — | — | — |
| 2022 | $27,821 | $14,962 | $12,859 | — | — |