Plan Snapshot
- Plan Sponsor: Wright, Finlay & Zak, LLP
- Sponsor EIN: 330984579
- Sponsor Address: 4665 MACARTHUR COURT, SUITE 280, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $21.7M
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 | 66 | $21.7M | $229,151 | $588,470 |
| 2023 | 75 | $19.6M | $226,798 | $590,525 |
| 2022 | 75 | $17.0M | $0 | $510,013 |
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 |
|---|---|---|---|---|
| FILIPOVITCH & CO. | Auditor | — | — | $0 |
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 | $70,072 | $39,971 | — | — | — |
| 2023 | $60,731 | — | $41,596 | — | — |
| 2022 | $59,183 | $38,514 | $20,669 | — | — |