Plan Snapshot
- Plan Sponsor: Psw Home, LLC
- Sponsor EIN: 260888706
- Sponsor Address: C/O STAPLETON GROUP, SOLANA BEACH, CA, 92075
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $3.2M
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 | 0 | $3.2M | $19,152 | $33,521 |
| 2023 | 21 | $4.2M | $266,613 | $576,873 |
| 2022 | 314 | $4.9M | $481,136 | $1.2M |
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 |
|---|---|---|---|---|
| WEAVER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER — 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 | $27,480 | $15,598 | $11,882 | — | — |
| 2023 | $65,733 | $25,592 | $40,141 | — | — |
| 2022 | $31,761 | $24,341 | $7,420 | — | — |