# Signature Estate &amp; Investment Ad 401(k) Plan
Source: https://planprovider.pro/companies/signature-estate-investment-ad-401k-plan

> Signature Estate &amp; Investment Ad&#39;s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Signature Estate & Investment Ad

- **Sponsor EIN:** 954806910

- **Sponsor Address:** 2121 AVE OF THE STARS STE 1600, LOS ANGELES, CA, 90067

- **Plan Type:** 401(k)

- **Total Participants:** 178

- **Total Assets:** $16.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|178|$16.3M|$670,147|$1.7M|

| 2023|124|$14.8M|$612,859|$1.5M|

| 2022|119|$11.6M|$558,799|$1.3M|

## 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|

| LEAR & PANNEPACKER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEAR & PANNEPACKER, LLP](https://planprovider.pro/provider/lear-and-pannepacker-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|$2,715|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/signature-estate-investment-ad-401k-plan)

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