Plan Snapshot
- Plan Sponsor: Lwi, INC.
- Sponsor EIN: 874134663
- Sponsor Address: 17731 MITCHELL NORTH, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $5.3M
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 | 269 | $5.3M | $63,644 | $251,626 |
| 2023 | 161 | $4.9M | $65,592 | $243,806 |
| 2022 | 187 | $4.7M | $80,871 | $311,924 |
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 |
|---|---|---|---|---|
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA 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 | $41,732 | $24,669 | — | — | — |
| 2023 | $40,291 | $24,286 | — | — | — |
| 2022 | $46,935 | — | — | — | — |