Plan Snapshot
- Plan Sponsor: Prezero Us. INC.
- Sponsor EIN: 301027582
- Sponsor Address: 170 N. TURNER AVE, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 102
- Total Assets: $1.3M
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 | 102 | $1.3M | $163,169 | $310,759 |
| 2023 | 145 | $4.3M | $273,250 | $391,814 |
| 2022 | 161 | $3.5M | $148,788 | $256,943 |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | Other Service Provider | $15,852 | — | $15,852 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | Recordkeeper | $8,751 | — | $8,751 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,603
- Estimated Expense Ratio: 1.826% 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 | $24,603 | $15,852 | $4,204 | — | — |
| 2023 | $22,125 | — | $22,125 | — | — |
| 2022 | $388,351 | — | — | — | — |