# Ware Malcomb 401(k) Plan
Source: https://planprovider.pro/companies/ware-malcomb-401k-plan

> Ware Malcomb's 401(k) plan: 529 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KIECKHAFER SCHIFFER LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Lpa, INC.](https://planprovider.pro/companies/lpa-inc-401k-plan) — 494 participants

- [Ibi Group](https://planprovider.pro/companies/ibi-group-401k-plan) — 611 participants

- [Ktgy Group, INC.](https://planprovider.pro/companies/ktgy-group-inc-401k-plan) — 366 participants

- [Hmc Group](https://planprovider.pro/companies/hmc-group-401k-plan) — 347 participants

- [Architects Orange LLP, Dba Ao](https://planprovider.pro/companies/architects-orange-llp-dba-ao-401k-plan) — 310 participants

- [Gensler](https://planprovider.pro/companies/gensler-plan-003) — 3,991 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ware-malcomb-401k-plan)

© 2026 PlanProvider.Pro