Plan Snapshot
- Plan Sponsor: Lta Research And Exploration LLC
- Sponsor EIN: 364786353
- Sponsor Address: 642 N. PASTORIA AVE., SUNNYVALE, CA, 94085
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 279 | $17.0M | $1.4M | $2.0M |
| 2023 | 250 | $11.4M | $1.3M | $1.9M |
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 |
|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | NONE | $10,564 | — | $10,564 |
| WESPAC ADVISORS, LLC | NONE | $7,667 | — | $7,667 |
| JOHNSTON, GREMAUX & ROSSI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSTON, GREMAUX & ROSSI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,231
- Estimated Expense Ratio: 0.107% 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 | $18,231 | $7,667 | $4,161 | — | — |
| 2023 | $10,331 | $2,457 | $6,720 | — | — |