Plan Snapshot
- Plan Sponsor: Paramount And Interconex, INC.
- Sponsor EIN: 132671970
- Sponsor Address: 1350 GRAND AVENUE, SAN MARCOS, CA, 92078
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $13.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 200 | $13.2M | $0 | $911,775 |
| 2023 | 223 | $12.4M | $0 | $895,592 |
| 2022 | 234 | $11.1M | $69 | $819,608 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $69,723 | $1 | $69,724 |
| FORUS ADVISORS LLC | Other Service Provider | — | $6,038 | $6,038 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,762
- Estimated Expense Ratio: 0.576% 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 | $69,723 | $14,796 | $54,577 | — | — |
| 2023 | $57,582 | $1,138 | $55,944 | — | — |
| 2022 | $46,865 | — | — | — | — |