Plan Snapshot
- Plan Sponsor: Paisley Crafts, LLC
- Sponsor EIN: 873848196
- Sponsor Address: 5673 E. SHIELDS AVENUE, FRESNO, CA, 93727
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 54 | $9.6M | $104,990 | $698,529 |
| 2023 | 98 | $9.0M | $123,691 | $824,601 |
| 2022 | 122 | $6.7M | $82,754 | $551,690 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, 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 | $6,089 | $48 | — | — | — |
| 2023 | $1,037 | $37 | — | — | — |
| 2022 | $200 | — | — | — | — |