Plan Snapshot
- Plan Sponsor: Wayne Perry, INC.
- Sponsor EIN: 952880827
- Sponsor Address: 8281 COMMONWEALTH AVE, BUENA PARK, CA, 906212537
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $29.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 297 | $29.1M | $374,090 | $2.1M |
| 2023 | 270 | $25.8M | $332,578 | $1.9M |
| 2022 | 258 | $21.5M | $296,074 | $1.7M |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM 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 | $27,390 | $22,551 | — | — | — |
| 2023 | $27,657 | $22,276 | — | — | — |
| 2022 | $36,306 | $271 | — | — | — |