Plan Snapshot
- Plan Sponsor: Southern Counties Lubricants, LLC
- Sponsor EIN: 911874721
- Sponsor Address: 1825 WEST COLLINS AVENUE, ORANGE, CA, 92867
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $10.7M
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 | 132 | $10.7M | $416,642 | $742,797 |
| 2023 | 122 | $8.6M | $168,927 | $680,100 |
| 2022 | 114 | $6.9M | $146,705 | $554,423 |
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 |
|---|---|---|---|---|
| PKC KUEBLER, APC | 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 | $56,407 | — | $52,742 | — | — |
| 2023 | $15,890 | — | $15,890 | — | — |
| 2022 | $14,562 | $3,349 | $11,213 | — | — |