Plan Snapshot
- Plan Sponsor: U.S.T.E., INC. Dba Vista Professional Outdoor Lighting
- Sponsor EIN: 954534112
- Sponsor Address: 1625 SURVEYOR AVE., SIMI VALLEY, CA, 930633387
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $9.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $9.3M | $0 | $132,386 |
| 2023 | 115 | $8.2M | $0 | $89,157 |
| 2022 | 125 | $6.9M | $0 | $144,100 |
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 |
|---|---|---|---|---|
| JMK CPA PARTNERS, 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 | $46,177 | — | $46,177 | — | — |
| 2023 | $30,774 | — | $30,774 | — | — |
| 2022 | $12,084 | — | — | — | — |