Plan Snapshot
- Plan Sponsor: Test Rite Products Corp.
- Sponsor EIN: 112461853
- Sponsor Address: 1900 S. BURGUNDY PLACE, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 152 | $11.4M | $88,882 | $800,513 |
| 2023 | 165 | $9.8M | $105,712 | $775,857 |
| 2022 | 169 | $8.1M | $83,999 | $684,394 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $63,854 | $2,012 | $52,275 | — | — |
| 2023 | $71,829 | $1,908 | $40,217 | — | — |
| 2022 | $43,922 | — | — | — | — |