Plan Snapshot
- Plan Sponsor: Social Model Recovery Systems, INC.
- Sponsor EIN: 954079133
- Sponsor Address: 223 EAST ROWLAND STREET, COVINA, CA, 917233147
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $4.0M
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 | 258 | $4.0M | $498,536 | $230,041 |
| 2023 | 226 | $3.7M | $0 | $154,130 |
| 2022 | 201 | $3.2M | $0 | $158,834 |
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 |
|---|---|---|---|---|
| SPAFFORD & LANDRY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPAFFORD & LANDRY — 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 | $1,677 | $1,247 | — | — | — |
| 2023 | $750 | — | — | — | — |
| 2022 | $2,895 | — | $2,895 | — | — |