Plan Snapshot
- Plan Sponsor: U.S. Pole Company, INC.
- Sponsor EIN: 953939062
- Sponsor Address: 660 WEST AVENUE O, PALMDALE, CA, 93551
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 143 | $3.7M | $37,425 | $224,064 |
| 2023 | 119 | $3.6M | $38,807 | $251,227 |
| 2022 | 117 | $3.6M | $38,002 | $236,942 |
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 | $673,921 | — | $16,057 | — | — |
| 2023 | $689,004 | — | $14,413 | — | — |
| 2022 | $18,304 | — | — | — | — |