Plan Snapshot
- Plan Sponsor: Roland Dga Corporation
- Sponsor EIN: 952896659
- Sponsor Address: 15363 BARRANCA PARKWAY, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $25.1M
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 | 128 | $25.1M | $390,591 | $1.3M |
| 2023 | 111 | $22.3M | $374,724 | $1.1M |
| 2022 | 107 | $18.9M | $307,643 | $1.0M |
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 |
|---|---|---|---|---|
| HASKELL & WHITE LLP | 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 | $43,163 | — | $9,386 | — | — |
| 2023 | $35,856 | — | $35,756 | — | — |
| 2022 | $34,599 | — | $34,549 | — | — |