Plan Snapshot
- Plan Sponsor: Majestic Realty Co.
- Sponsor EIN: 952256015
- Sponsor Address: 13191 CROSSROADS PARKWAY NORTH, CITY OF INDUSTRY, CA, 91746
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $79.1M
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 | 252 | $79.1M | $1.3M | $3.6M |
| 2023 | 256 | $68.7M | $1.2M | $3.3M |
| 2022 | 254 | $57.5M | $1.1M | $3.1M |
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 |
|---|---|---|---|---|
| MILAM, KNECHT & WARNER, LLP | Auditor | — | — | $0 |
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 | -$30,347 | $17,128 | — | — | — |
| 2023 | -$16,069 | $18,350 | — | — | — |
| 2022 | -$14,018 | $18,804 | — | — | — |