Plan Snapshot
- Plan Sponsor: Traffic Management LLC
- Sponsor EIN: 954547268
- Sponsor Address: 4900 AIRPORT PLAZA DRIVE, SUITE 300, LONG BEACH, CA, 90815
- Plan Type: 401(k)
- Total Participants: 834
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 834 | $19.4M | $855,939 | $2.3M |
| 2023 | 781 | $16.4M | $888,247 | $2.4M |
| 2022 | 694 | $12.7M | $747,869 | $2.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $56,702 | — | $56,702 |
| BGW WEALTH ADVISORS LLC | ADVISOR | $40,290 | — | $40,290 |
| SINGERLEWAK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SINGERLEWAK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,992
- Estimated Expense Ratio: 0.500% 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 | $101,049 | $44,347 | — | — | — |
| 2023 | $85,384 | $40,224 | — | — | — |
| 2022 | $54,542 | $96 | — | — | — |