Plan Snapshot
- Plan Sponsor: Tobin Lucks, LLP
- Sponsor EIN: 431983451
- Sponsor Address: 8511 FALLBROOK AVE, WEST HILLS, CA, 91304
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $24.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $24.5M | $84,484 | $1.2M |
| 2023 | 129 | $21.0M | $78,243 | $998,493 |
| 2022 | 121 | $16.8M | $72,486 | $857,223 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY 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 | $97,137 | — | $97,137 | — | — |
| 2023 | $79,240 | — | $79,240 | — | — |
| 2022 | $77,784 | $36,469 | $38,940 | — | — |