Plan Snapshot
- Plan Sponsor: Seabreeze Management Company, INC.
- Sponsor EIN: 330467088
- Sponsor Address: 26840 ALISO VIEJO PARKWAY, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 677
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 677 | $10.7M | $429,466 | $1.1M |
| 2023 | 581 | $8.7M | $413,619 | $1.1M |
| 2022 | 483 | $6.2M | $347,112 | $897,112 |
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 |
|---|---|---|---|---|
| LUCAS, HORSFALL, MURPHY & PINDROH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCAS, HORSFALL, MURPHY & PINDROH — 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 | $79,479 | $31,390 | $19,875 | — | — |
| 2023 | $55,459 | $23,978 | $7,975 | — | — |
| 2022 | $54,252 | $10,380 | $43,872 | — | — |