Plan Snapshot
- Plan Sponsor: Lloyd Pest Control Company
- Sponsor EIN: 951896185
- Sponsor Address: 1331 MORENA BOULEVARD, SUITE 300, SAN DIEGO, CA, 92110
- Plan Type: DC
- Plan Number: 002
- Total Participants: 247
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 247 | $16.2M | $1.3M | $0 |
| 2023 | 250 | $14.7M | $1.0M | $0 |
| 2022 | 233 | $12.7M | $1.0M | $0 |
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 |
|---|---|---|---|---|
| ALPHACORE CAPITAL LLC | Other Service Provider | $37,828 | — | $37,828 |
| CORIENT PRIVATE WEALTH, LLC | Investment Advisor | $32,698 | — | $32,698 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $9,644 | — | $9,644 |
| EVERCORE WEALTH MANAGEMENT LLC | Other Service Provider | $7,027 | — | $7,027 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORIENT PRIVATE WEALTH, LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,197
- Estimated Expense Ratio: 0.538% 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 | $111,556 | — | $24,359 | — | — |
| 2023 | $77,393 | $15,571 | $13,499 | — | — |
| 2022 | $92,928 | $57,978 | — | — | $9,943 |