Plan Snapshot
- Plan Sponsor: Sa Recycling, LLC
- Sponsor EIN: 743222369
- Sponsor Address: 2411 N. GLASSELL STREET, ORANGE, CA, 92865
- Plan Type: 401(k)
- Total Participants: 3,083
- Total Assets: $190.5M
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 | 3,083 | $190.5M | $9.0M | $15.4M |
| 2023 | 2,920 | $160.7M | $8.3M | $13.8M |
| 2022 | 2,660 | $128.5M | $7.6M | $12.1M |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | $18,858 | — | $18,858 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,858
- Estimated Expense Ratio: 0.010% 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 | $481,786 | $35,000 | — | $18,858 | — |
| 2023 | $455,119 | $35,000 | — | $49,237 | — |
| 2022 | $367,702 | $40,083 | — | — | $8,963 |