Plan Snapshot
- Plan Sponsor: Mission Pools Of Escondido, INC.
- Sponsor EIN: 952865944
- Sponsor Address: 755 WEST GRAND AVENUE, ESCONDIDO, CA, 92025
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $7.3M
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 | 85 | $7.3M | $0 | $232,607 |
| 2023 | 88 | $6.2M | $0 | $253,787 |
| 2022 | 64 | $6.3M | $0 | $229,987 |
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 |
|---|---|---|---|---|
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES 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 | $19,201 | $19,101 | — | — | — |
| 2023 | $6,021 | $5,011 | $1,010 | — | — |
| 2022 | $11,704 | — | $11,704 | — | — |