Plan Snapshot
- Plan Sponsor: Mother LLC
- Sponsor EIN: 273226907
- Sponsor Address: 5300 S SANTA FE AVE, VERNON, CA, 900583520
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $6.6M
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 | 157 | $6.6M | $479,845 | $896,460 |
| 2023 | 128 | $4.7M | $409,046 | $759,019 |
| 2022 | 131 | $3.1M | $324,548 | $572,793 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $12,373 | — | $12,373 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,373
- Estimated Expense Ratio: 0.186% 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 | $18,503 | $3,530 | $14,973 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $29,264 | — | — | — | — |