Plan Snapshot
- Plan Sponsor: Pwlc Ii INC
- Sponsor EIN: 510532726
- Sponsor Address: 74923 US HIGHWAY 111 PMB 529, INDIAN WELLS, CA, 92210
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $276,841
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 | 208 | $276,841 | $0 | $113,836 |
| 2023 | 156 | $166,623 | $0 | $89,483 |
| 2022 | 128 | $80,556 | $0 | $61,303 |
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 |
|---|---|---|---|---|
| ERIN PERDUE CPA, LLC | 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 | $7,087 | $1,292 | $4,935 | — | — |
| 2023 | $8,218 | — | $5,316 | — | — |
| 2022 | $1,731 | $350 | $1,381 | — | — |