Plan Snapshot
- Plan Sponsor: Acclamation Insurance Management Services, INC.
- Sponsor EIN: 943105085
- Sponsor Address: 10445 OLD PLACERVILLE ROAD, SACRAMENTO, CA, 95827
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $16.4M
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 | 249 | $16.4M | $98,653 | $1.0M |
| 2023 | 227 | $16.4M | $110,975 | $945,186 |
| 2022 | 202 | $13.8M | $80,888 | $1.1M |
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 |
|---|---|---|---|---|
| BHLF LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BHLF 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 | $2,279 | $186 | — | — | — |
| 2023 | $1,656 | — | — | — | — |
| 2022 | $1,919 | — | — | — | — |