Plan Snapshot
- Plan Sponsor: Sass Mso LLC
- Sponsor EIN: 471780979
- Sponsor Address: 1120 W LA VETA AVE STE 300, ORANGE, CA, 928684246
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 103 | $2.7M | $183,337 | $239,701 |
| 2023 | 97 | $2.2M | $170,028 | $190,789 |
| 2022 | 81 | $1.9M | $146,554 | $164,554 |
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 | — | — | $0 |
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: $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 | $2,419 | — | $2,419 | — | — |
| 2023 | $5,590 | — | $5,590 | — | — |
| 2022 | $1,332 | — | $1,332 | — | — |