Plan Snapshot
- Plan Sponsor: Tony'S Express, INC. & Economy Packaging, INC.
- Sponsor EIN: 952392469
- Sponsor Address: 10613 JASMINE STREET, FONTANA, CA, 92337
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $1.8M | $0 | $18,415 |
| 2023 | 153 | $4.2M | $0 | $142,045 |
| 2022 | 170 | $5.9M | $0 | $118,258 |
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 |
|---|---|---|---|---|
| JWT ASSOCIATES, LLP | Auditor | — | — | $0 |
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 | $14,599 | — | — | — | — |
| 2023 | $298 | $298 | — | — | — |
| 2022 | $1,102 | $1,102 | — | — | — |