Plan Snapshot
- Plan Sponsor: Waldberg, INC.
- Sponsor EIN: 205773286
- Sponsor Address: 15301 VENTURA BLVD, SHERMAN OAKS, CA, 91403
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $20.8M
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 | 101 | $20.8M | $154,963 | $1.0M |
| 2023 | 146 | $17.2M | $357,128 | $1.2M |
| 2022 | 224 | $13.2M | $407,931 | $1.1M |
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 |
|---|---|---|---|---|
| HUTCHINSON AND BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON AND BLOODGOOD 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 | $24,338 | $4,314 | $20,024 | — | — |
| 2023 | $22,086 | $2,896 | $19,190 | — | — |
| 2022 | $19,277 | $2,596 | $16,681 | — | — |