Plan Snapshot
- Plan Sponsor: Pettit Kohn Ingrassia Lutz & Dolin PC
- Sponsor EIN: 562564085
- Sponsor Address: 11622 EL CAMINO REAL STE 300, SAN DIEGO, CA, 921302051
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $15.3M
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 | 129 | $15.3M | $132,709 | $991,897 |
| 2023 | 110 | $13.1M | $116,013 | $866,827 |
| 2022 | 102 | $10.7M | $107,879 | $746,208 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $48,011 | — | $48,011 | — | — |
| 2023 | $41,682 | — | $41,682 | — | — |
| 2022 | $39,276 | — | $39,276 | — | — |