Plan Snapshot
- Plan Sponsor: Seltzer Caplan Mcmahon Vitek, A Law Corporation
- Sponsor EIN: 952665305
- Sponsor Address: 750 B STREET, SAN DIEGO, CA, 921018177
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $37.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 69 | $37.1M | $206,786 | $1.0M |
| 2023 | 69 | $33.1M | $168,928 | $956,610 |
| 2022 | 69 | $30.0M | $165,747 | $935,138 |
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 |
|---|---|---|---|---|
| CONSIDINE & CONSIDINE | 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 | $68,307 | — | — | — | — |
| 2023 | $62,474 | — | — | — | — |
| 2022 | $70,328 | — | — | — | — |