Plan Snapshot
- Plan Sponsor: A.L. Gilbert Company
- Sponsor EIN: 942277358
- Sponsor Address: 304 NORTH YOSEMITE AVENUE, OAKDALE, CA, 95361
- Plan Type: DC
- Plan Number: 001
- Total Participants: 226
- Total Assets: $32.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 226 | $32.3M | $300,000 | $0 |
| 2023 | 231 | $31.6M | $300,000 | $0 |
| 2022 | 219 | $30.9M | $300,000 | $0 |
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 |
|---|---|---|---|---|
| ATHERTON & ASSOCIATES | 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 | $680 | — | $680 | — | — |
| 2023 | $1,108 | — | $1,108 | — | — |
| 2022 | $21,903 | — | $10,162 | — | $11,741 |