Plan Snapshot
- Plan Sponsor: Placeworks, INC.
- Sponsor EIN: 952975827
- Sponsor Address: 3 MACARTHUR PLACE, SANTA ANA, CA, 92707
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $27.4M
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 | 138 | $27.4M | $394,672 | $1.2M |
| 2023 | 124 | $23.4M | $371,923 | $1.1M |
| 2022 | 122 | $19.0M | $340,446 | $1.0M |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO — Auditor
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 | $58,761 | — | $54,081 | — | — |
| 2023 | $59,077 | $51,576 | $7,501 | — | — |
| 2022 | $50,556 | $49,371 | $800 | — | $385 |