Plan Snapshot
- Plan Sponsor: R And A Alexander Investments Ll
- Sponsor EIN: 454911397
- Sponsor Address: 1501 E VENTURA BLVD, OXNARD, CA, 93036
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $2.6M
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 | 92 | $2.6M | $0 | $499,969 |
| 2023 | 82 | $2.0M | $0 | $346,870 |
| 2022 | 84 | $1.4M | $0 | $362,327 |
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 |
|---|---|---|---|---|
| HENDERSON HUTCHERSON AND MCCULLO | 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 | $16,794 | — | — | — | — |
| 2023 | $6,874 | — | $6,014 | — | — |
| 2022 | $5,284 | — | $5,284 | — | — |