# Stocksplus, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/stocksplus-l-p-330250969-001

> Stocksplus, L.P.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stocksplus, L.P.

- **Sponsor EIN:** 330250969

- **Sponsor Address:** 650 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 92660

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $1.3B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$1.3B|$0|$0|

| 2023|0|$1.4B|$0|$0|

| 2022|0|$981.8M|$0|$0|

## 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|

| WELLS FARGO SECURITIES, LLC|Other Service Provider|$10,459|—|$10,459|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,459

- **Estimated Expense Ratio:** 0.001% of plan assets

### 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|$3,511,988|$2,079,000|—|—|—|

| 2023|$818,110|$722,000|—|—|—|

| 2022|$10,666|—|—|—|—|

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