Plan Snapshot
- Plan Sponsor: San Diego Sign Company, INC.
- Sponsor EIN: 203092495
- Sponsor Address: 5960 PASCAL COURT, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $7.0M
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 | 97 | $7.0M | $522,674 | $299,496 |
| 2023 | 76 | $4.9M | $152,898 | $252,365 |
| 2022 | 73 | $3.6M | $124,874 | $205,416 |
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 |
|---|---|---|---|---|
| LAVINE,LOFGREN,MORRIS &ENGELBERGLLP | 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 | $118,307 | — | $24,752 | — | — |
| 2023 | $55,219 | — | $17,816 | — | — |
| 2022 | $18,136 | — | — | — | — |