# Poms & Associates Insurance Brokers, LLC 401(k) Plan
Source: https://planprovider.pro/companies/poms-associates-insurance-brokers-llc-401k-plan

> Poms & Associates Insurance Brokers, LLC's 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/green-hasson-and-janks-llp) — 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|—|—|—|—|

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