Plan Snapshot
- Plan Sponsor: San Diego Services, LLC Dba Paragon Services Engineering
- Sponsor EIN: 330828678
- Sponsor Address: 5415 OBERLIN DR., SAN DIEGO, CA, 921211716
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 162 | $4.5M | $70,900 | $464,804 |
| 2023 | 130 | $3.9M | $61,799 | $416,835 |
| 2022 | 145 | $3.4M | $57,751 | $390,858 |
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 |
|---|---|---|---|---|
| WEWORSKI & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEWORSKI & ASSOCIATES — 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 | $448,449 | — | $36,589 | — | — |
| 2023 | $525,776 | — | $31,545 | — | — |
| 2022 | $39,898 | — | — | — | — |