Plan Snapshot
- Plan Sponsor: Plug Connection, LLC
- Sponsor EIN: 813785454
- Sponsor Address: 2627 RAMONA DR, VISTA, CA, 920841634
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $3.8M
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 | 240 | $3.8M | $83,305 | $223,707 |
| 2023 | 245 | $3.0M | $66,798 | $179,752 |
| 2022 | 242 | $2.3M | $64,615 | $173,421 |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | 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 | $10,591 | — | $10,591 | — | — |
| 2023 | $524 | — | $524 | — | — |
| 2022 | $1,307 | — | $1,307 | — | — |