Plan Snapshot
- Plan Sponsor: Stradling Yocca Carlson & Rauth LLP
- Sponsor EIN: 953347002
- Sponsor Address: 660 NEWPORT CENTER DRIVE, STE 1600, NEWPORT BEACH, CA, 926606422
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $111.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 136 | $111.5M | $3.2M | $1.4M |
| 2023 | 142 | $104.2M | $3.0M | $1.6M |
| 2022 | 128 | $93.3M | $2.9M | $1.6M |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, 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 | $130,483 | $109,536 | $19,260 | — | — |
| 2023 | $132,726 | $115,883 | $16,137 | — | — |
| 2022 | $187,428 | $147,892 | $38,936 | — | — |