Plan Snapshot
- Plan Sponsor: Roger'S Gardens Newport Beach
- Sponsor EIN: 952832023
- Sponsor Address: 2301 SAN JOAQUIN HILLS ROAD, CORONA DEL MAR, CA, 92625
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $7.3M
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 | 86 | $7.3M | $48,374 | $305,916 |
| 2023 | 89 | $7.4M | $52,164 | $359,871 |
| 2022 | 92 | $7.7M | $52,902 | $348,550 |
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 |
|---|---|---|---|---|
| SINGER LEWAK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGER LEWAK LLP — 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 | $58,598 | $19,474 | $7,515 | — | — |
| 2023 | $58,482 | $20,128 | $38,354 | — | — |
| 2022 | $64,561 | — | $64,561 | — | — |