Plan Snapshot
- Plan Sponsor: Perona, Langer, Beck & Harrison
- Sponsor EIN: 953510853
- Sponsor Address: 3925 ATLANTIC AVENUE, LONG BEACH, CA, 90807
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $10.6M
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 | 99 | $10.6M | $145,100 | $384,294 |
| 2023 | 76 | $8.5M | $170,352 | $301,254 |
| 2022 | 71 | $8.2M | $442,854 | $670,789 |
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 |
|---|---|---|---|---|
| SARNA AND COMPANY | 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 | $227,631 | — | $26,264 | — | — |
| 2023 | $1,783,618 | — | $22,223 | — | — |
| 2022 | $55,194 | — | — | — | — |