Plan Snapshot
- Plan Sponsor: Me & My Big Ideas, LLC
- Sponsor EIN: 330992360
- Sponsor Address: 17777 NEWHOPE STREET, FOUNTAIN VALLEY, CA, 92708
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 51 | $7.6M | $255,407 | $511,135 |
| 2023 | 63 | $6.5M | $291,589 | $589,569 |
| 2022 | 102 | $5.2M | $296,161 | $617,013 |
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 |
|---|---|---|---|---|
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — 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 | $1,000 | — | $850 | — | — |
| 2023 | $1,300 | — | $1,200 | — | — |
| 2022 | $1,350 | — | — | — | — |