Plan Snapshot
- Plan Sponsor: Acec California
- Sponsor EIN: 941331745
- Sponsor Address: 1303 J STREET, STE 450, SACRAMENTO, CA, 95814
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 326 | $462,350 | $0 | $0 |
| 2023 | 423 | $1.0M | $136,001 | $0 |
| 2022 | 397 | $1.5M | $498,488 | $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 |
|---|---|---|---|---|
| BENEFIT & RISK MANAGEMENT SERVICES | Other Service Provider | $59,341 | — | $59,341 |
| JOHN WADDELL & CO CPAS | Other Service Provider | $20,303 | — | $20,303 |
| EMPLOYEE BENEFITS LAW GROUP | Other Service Provider | $5,632 | — | $5,632 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,276
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 |
|---|---|---|---|---|---|
| 2025 | $464,242 | — | $59,846 | — | — |
| 2024 | $114,936 | — | $59,341 | — | — |
| 2023 | $115,932 | — | $55,404 | — | — |
| 2022 | $128,298 | — | $55,471 | — | — |