Plan Snapshot
- Plan Sponsor: Ware Malcomb
- Sponsor EIN: 952905859
- Sponsor Address: 10 EDELMAN, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 529
- Total Assets: $53.7M
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 | 529 | $53.7M | $860,419 | $4.8M |
| 2023 | 598 | $47.0M | $705,390 | $5.1M |
| 2022 | 673 | $36.4M | $1.4M | $4.5M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLA | NONE | $98,778 | — | $98,778 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $73,651 | — | $73,651 |
| KIECKHAFER SCHIFFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- KIECKHAFER SCHIFFER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,429
- Estimated Expense Ratio: 0.321% 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 | $172,354 | $111,293 | — | — | — |
| 2023 | $160,351 | $110,813 | — | — | — |
| 2022 | $226,772 | $180,960 | — | — | — |