Plan Snapshot
- Plan Sponsor: First American Financial Corporation
- Sponsor EIN: 751825384
- Sponsor Address: 1 FIRST AMERICAN WAY, SANTA ANA, CA, 92707
- Plan Type: 401(k)
- Total Participants: 387
- Total Assets: $84.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 387 | $84.6M | $832,277 | $3.4M |
| 2023 | 398 | $82.5M | $960,861 | $3.6M |
| 2022 | 430 | $72.2M | $1.2M | $4.1M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $114,369 | — | $114,369 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,369
- Estimated Expense Ratio: 0.135% 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 | -$120,557 | $118,318 | — | — | — |
| 2023 | $54,719 | $54,719 | — | — | — |
| 2022 | $8,461 | — | $8,336 | — | — |