Plan Snapshot
- Plan Sponsor: Mach Machining INC
- Sponsor EIN: 770412441
- Sponsor Address: 2228 OAKLAND RD, SAN JOSE, CA, 951311414
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $4.9M
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 | 202 | $4.9M | $266,115 | $668,159 |
| 2023 | 174 | $3.4M | $243,689 | $562,090 |
| 2022 | 178 | $2.1M | $233,800 | $542,193 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $29,512 | $16,725 | $11,927 | — | — |
| 2023 | $21,712 | $12,906 | $7,946 | — | — |
| 2022 | $14,823 | $9,101 | $5,722 | — | — |