Plan Snapshot
- Plan Sponsor: Provenza Floors, INC.
- Sponsor EIN: 204570294
- Sponsor Address: 15541 MOSHER AVE, TUSTIN, CA, 92780
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $8.0M | $606,520 | $323,514 |
| 2023 | 113 | $7.0M | $684,746 | $312,732 |
| 2022 | 114 | $5.2M | $453,892 | $264,333 |
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 |
|---|---|---|---|---|
| JCG ACCOUNTANCY GROUP | 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 | $14,254 | — | $1,500 | — | — |
| 2023 | $16,865 | — | $750 | — | — |
| 2022 | $10,602 | — | $1,500 | — | $9,102 |