Plan Snapshot
- Plan Sponsor: Lpa, INC.
- Sponsor EIN: 952693579
- Sponsor Address: 5301 CALIFORNIA AVENUE, SUITE 100, IRVINE, CA, 92617
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $79.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 494 | $79.5M | $1.1M | $4.8M |
| 2023 | 439 | $68.7M | $983,501 | $4.2M |
| 2022 | 414 | $56.9M | $918,730 | $4.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $82,618 | — | $82,618 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $65,595 | — | $65,595 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $24,185 | — | $24,185 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,398
- Estimated Expense Ratio: 0.217% 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 | $172,398 | $89,780 | — | — | — |
| 2023 | $161,702 | $92,858 | — | — | — |
| 2022 | $142,298 | $62,734 | $67,064 | — | $12,500 |