Plan Snapshot
- Plan Sponsor: Lucas, Horsfall, Murphy & Pindroh, LLP
- Sponsor EIN: 954659692
- Sponsor Address: 299 N. EUCLID AVENUE, 2ND FLOOR, PASADENA, CA, 91101
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $14.2M
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 | 16 | $14.2M | $1.4M | $873,782 |
| 2023 | 130 | $26.4M | $985,798 | $1.0M |
| 2022 | 108 | $21.0M | $1.5M | $882,565 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY 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 | $4,517 | — | — | — | — |
| 2023 | $1,303 | — | — | — | — |
| 2022 | $1,728 | — | $1,728 | — | — |