Plan Snapshot
- Plan Sponsor: System Pavers, LLC
- Sponsor EIN: 330533565
- Sponsor Address: 1570 BROOKHOLLOW DRIVE, SANTA ANA, CA, 92705
- Plan Type: 401(k)
- Total Participants: 428
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 428 | $15.7M | $137,665 | $2.0M |
| 2023 | 414 | $13.3M | $120,273 | $1.8M |
| 2022 | 360 | $10.1M | $98,562 | $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 |
|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | N/A | $66,220 | — | $66,220 |
| USI ADVISORS, INC. | N/A | $23,690 | — | $23,690 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,910
- Estimated Expense Ratio: 0.572% 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 | $89,910 | $23,690 | — | — | — |
| 2023 | $55,421 | $23,173 | — | — | — |
| 2022 | $55,763 | $23,299 | — | — | — |