Plan Snapshot
- Plan Sponsor: Veterans Ez Info, INC.
- Sponsor EIN: 455090104
- Sponsor Address: 1901 1ST AVE, SUITE 192, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $12.8M
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 | 243 | $12.8M | $1.1M | $2.2M |
| 2023 | 257 | $7.8M | $836,503 | $1.7M |
| 2022 | 198 | $4.8M | $731,428 | $1.5M |
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 |
|---|---|---|---|---|
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — 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 | $38,027 | $28,362 | $9,665 | — | — |
| 2023 | $55,722 | $46,033 | $9,689 | — | — |
| 2022 | $43,418 | $18,511 | $24,907 | — | — |