Plan Snapshot
- Plan Sponsor: Poms & Associates Insurance Brokers, LLC
- Sponsor EIN: 954314381
- Sponsor Address: 4500 PARK GRANADA, SUITE 206, CALABASAS, CA, 91302
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $29.9M
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 | 110 | $29.9M | $716,783 | $1.4M |
| 2023 | 101 | $25.4M | $924,214 | $1.1M |
| 2022 | 99 | $21.5M | $801,920 | $1.1M |
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 |
|---|---|---|---|---|
| GREEN HASSON JANKS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HASSON JANKS — 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 | $94,486 | $65,478 | — | — | — |
| 2023 | $90,419 | $56,644 | — | — | — |
| 2022 | $91,744 | — | — | — | — |