Plan Snapshot
- Plan Sponsor: Manson Western, LLC
- Sponsor EIN: 952483722
- Sponsor Address: 625 ALASKA AVENUE, TORRANCE, CA, 90503
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 154 | $19.8M | $2.3M | $828,182 |
| 2023 | 145 | $15.6M | $888,180 | $695,036 |
| 2022 | 113 | $3.2M | $0 | $474,175 |
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 |
|---|---|---|---|---|
| FOCUS OPERATING LLC DBA JFS WEALTH | Investment Advisor | $37,792 | — | $37,792 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $32,839 | — | $32,839 |
| MOSS ADAMS LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,631
- Estimated Expense Ratio: 0.464% 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 | $94,716 | $40,877 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |