Plan Snapshot
- Plan Sponsor: Dwwto
- Sponsor EIN: 952746122
- Sponsor Address: 1400 NORTH TUSTIN AVENUE, ORANGE, CA, 92867
- Plan Type: 401(k)
- Total Participants: 1,620
- Total Assets: $135.1M
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 | 1,620 | $135.1M | $0 | $8.9M |
| 2023 | 1,736 | $125.7M | $2.3M | $9.6M |
| 2022 | 1,671 | $102.0M | $2.7M | $9.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $146,835 | — | $146,835 |
| THE BALDWIN GROUP WEALTH ADVISORS | INVESTMENT ADVISOR | $90,223 | — | $90,223 |
| ADMINISTRATIVE FIDUCIARY SERVICES I | OTHER | $68,678 | — | $68,678 |
| NOVA 401(K) ASSOCIATES | THIRD PARTY ADMINISTRATOR | $20,936 | — | $20,936 |
| LANCE SOLL & LUNGHARD LLP | AUDITOR | $14,800 | — | $14,800 |
| LSL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $341,472
- Estimated Expense Ratio: 0.253% 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 | $247,643 | — | $17,532 | — | — |
| 2023 | $185,882 | $102,839 | — | $13,570 | — |
| 2022 | $397,237 | $261,191 | $26,179 | — | $11,075 |