Plan Snapshot
- Plan Sponsor: Polysign, INC.
- Sponsor EIN: 823131242
- Sponsor Address: 1300 CLAY ST., OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 105 | $6.4M | $0 | $694,660 |
| 2023 | 197 | $6.9M | $0 | $682,166 |
| 2022 | 87 | $1.7M | $0 | $632,206 |
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 |
|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | N/A | $20,726 | — | $20,726 |
| FORUSALL, INC. | ADMINISTRATOR | $19,944 | — | $19,944 |
| RICHEY MAY & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY MAY & CO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,670
- Estimated Expense Ratio: 0.634% 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 | $40,670 | — | $19,944 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |