Plan Snapshot
- Plan Sponsor: The Argen Corporation
- Sponsor EIN: 133142557
- Sponsor Address: 5855 OBERLIN DRIVE, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $28.4M
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 | 360 | $28.4M | $414,813 | $2.3M |
| 2023 | 369 | $25.6M | $386,340 | $2.2M |
| 2022 | 381 | $21.4M | $321,091 | $1.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $50,746 | — | $50,746 |
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $14,841 | — | $14,841 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- UBS FINANCIAL SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,587
- Estimated Expense Ratio: 0.231% 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 | $65,587 | $14,841 | — | — | — |
| 2023 | $49,387 | $49,387 | — | — | — |
| 2022 | $3,120 | — | — | — | — |