Plan Snapshot
- Plan Sponsor: Lilac Solutions, INC.
- Sponsor EIN: 812946618
- Sponsor Address: 1700 20TH STREET, OAKLAND, CA, 94607
- Plan Type: DC
- Total Participants: 125
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 125 | $4.9M | $0 | $1.8M |
| 2023 | 205 | $2.5M | $0 | $1.4M |
| 2022 | 117 | $773,961 | $0 | $654,078 |
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 |
|---|---|---|---|---|
| DECIMAL INC. | RECORDKEEPER | $6,012 | — | $6,012 |
| POPEWALLER, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,012
- Estimated Expense Ratio: 0.123% 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 | $9,637 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |