Plan Snapshot
- Plan Sponsor: R L Harris Wortham
- Sponsor EIN: 954876401
- Sponsor Address: 2417 W 102 ST, INGLEWOOD, CA, 903032403
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 115
- Total Assets: $824,906
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 115 | $824,906 | $0 | $209,091 |
| 2023 | 154 | $651,382 | $0 | $167,615 |
| 2022 | 121 | $421,405 | $0 | $145,478 |
| 2021 | 109 | $395,043 | $0 | $100,958 |
| 2020 | 79 | $272,678 | $0 | $71,069 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $8,100 | — | $8,100 |
| INTEGRITY FINANCIAL CORPORATION | Investment Advisor | $7,360 | — | $7,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
- INTEGRITY FINANCIAL CORPORATION — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,460
- Estimated Expense Ratio: 1.874% 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 | $15,487 | $7,360 | $8,127 | — | — |
| 2023 | $7,419 | $5,019 | $2,400 | — | — |
| 2022 | $5,575 | $3,846 | $1,729 | — | — |
| 2021 | $4,365 | $3,177 | $1,188 | — | — |
| 2020 | $2,720 | — | $2,720 | — | — |