Plan Snapshot
- Plan Sponsor: Scott D Boras
- Sponsor EIN: 363337958
- Sponsor Address: 18 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 125 | $16.7M | $1,439 | $1.2M |
| 2023 | 122 | $14.5M | $0 | $1.0M |
| 2022 | 111 | $12.8M | $1,722 | $935,809 |
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 |
|---|---|---|---|---|
| BOWMAN & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWMAN & COMPANY LLP — 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 | $97,703 | — | $97,703 | — | — |
| 2023 | $82,963 | — | $81,863 | — | — |
| 2022 | $90,005 | — | $9,474 | — | — |