Plan Snapshot
- Plan Sponsor: X-Act Finish & Trim INC
- Sponsor EIN: 562323588
- Sponsor Address: 248 GLIDER CIR, CORONA, CA, 928785033
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $967,412
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 147 | $967,412 | $0 | $268,421 |
| 2023 | 151 | $710,175 | $0 | $257,890 |
| 2022 | 173 | $432,095 | $0 | $269,558 |
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 |
|---|---|---|---|---|
| ROBERT MCGEE, CPA | 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 | $13,070 | $4,119 | $8,449 | — | — |
| 2023 | $35,641 | $5,379 | $30,262 | — | — |
| 2022 | $4,742 | $1,400 | $3,342 | — | — |