Plan Snapshot
- Plan Sponsor: Lonestar Construction
- Sponsor EIN: 320348204
- Sponsor Address: 1367 S LEWIS STREET, ANAHEIM, CA, 92805
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $6.8M
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 | 363 | $6.8M | $2.1M | $0 |
| 2023 | 226 | $5.5M | $1.5M | $0 |
| 2022 | 332 | $4.0M | $1.4M | $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 |
|---|---|---|---|---|
| BENECO SYSTEMS, LLC | NONE | $111,874 | — | $111,874 |
| LYNN JANZEN, CPA | NONE | $8,097 | — | $8,097 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,971
- Estimated Expense Ratio: 1.766% 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 | $119,972 | $73,284 | $9,011 | $8,097 | — |
| 2023 | $76,339 | $57,047 | $5,674 | $11,000 | — |
| 2022 | $79,353 | $54,782 | $11,804 | — | $12,767 |