Plan Snapshot
- Plan Sponsor: Tjc Real Estate Transactions Group, LLC
- Sponsor EIN: 611777831
- Sponsor Address: 26880 ALISO VIEJO PARKWAY, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $13.9M
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 | 277 | $13.9M | $960,458 | $3.2M |
| 2023 | 313 | $12.2M | $141,276 | $3.6M |
| 2022 | 395 | $8.7M | $1.1M | $2.9M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $15,500 | — | $15,500 |
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: $15,500
- Estimated Expense Ratio: 0.112% 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 | $133,603 | $54,627 | — | $15,500 | — |
| 2023 | $52,556 | $1,450 | — | — | — |
| 2022 | $11,845 | — | — | — | — |