Plan Snapshot
- Plan Sponsor: Tca Architects, INC.
- Sponsor EIN: 931170091
- Sponsor Address: 18821 BARDEEN AVENUE, IRVINE, CA, 92612
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 120
- Total Assets: $21.0M
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. |
|---|---|---|---|---|
| 2025 | 120 | $21.0M | $0 | $0 |
| 2024 | 86 | $18.5M | $0 | $966,176 |
| 2023 | 101 | $16.9M | $191,642 | $1.2M |
| 2022 | 105 | $14.3M | $293,118 | $1.2M |
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 |
|---|---|---|---|---|
| EDELMAN FINANCIAL SERVICES, LLC | Investment Advisor | $65,334 | — | $65,334 |
| PCS RETIREMENT LLC | Recordkeeper | $24,243 | — | $24,243 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,577
- Estimated Expense Ratio: 0.427% 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 |
|---|---|---|---|---|---|
| 2025 | $1,600,407 | $116,680 | — | — | — |
| 2024 | $84,019 | $62,853 | $21,166 | — | — |
| 2023 | $98,048 | $71,714 | $26,334 | — | — |
| 2022 | $107,560 | $61,019 | $46,541 | — | — |