Plan Snapshot
- Plan Sponsor: Salas O'Brien, INC.
- Sponsor EIN: 952037468
- Sponsor Address: 8825 RESEARCH DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 2,531
- Total Assets: $537.9M
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 | 2,531 | $537.9M | $9.1M | $20.9M |
| 2023 | 1,862 | $408.6M | $8.1M | $16.2M |
| 2022 | 1,636 | $239.4M | $5.7M | $11.5M |
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 |
|---|---|---|---|---|
| CROWE 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 | $1,345,681 | $206,692 | $1,071,247 | — | — |
| 2023 | $495,059 | $157,991 | $272,360 | — | — |
| 2022 | $742,106 | $144,393 | $587,751 | — | $9,962 |