Plan Snapshot
- Plan Sponsor: Adams And Associates, INC.
- Sponsor EIN: 880263693
- Sponsor Address: 1528 S. EL CAMINO REAL, SUITE 407, SAN MATEO, CA, 94402
- Plan Type: Health & Welfare
- Plan Number: 508
- Total Participants: 1,022
- Total Assets: $1.5M
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. |
|---|---|---|---|---|
| 2024 | 1,022 | $1.5M | $7.8M | $1.3M |
| 2023 | 947 | $1.2M | $7.7M | $1.4M |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | Other Service Provider | $227,342 | — | $227,342 |
| M3 INSURANCE SOLUTIONS, INC. | Other Service Provider | $114,980 | — | $114,980 |
| ANTHEM LIFE INSURANCE COMPANY | Other Service Provider | $114,114 | — | $114,114 |
| FIDUCIARY PLAN MANAGEMENT SERVICES | Other Service Provider | $36,476 | — | $36,476 |
| INEICH & COMPANY, LLP | Auditor | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INEICH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $522,912
- Estimated Expense Ratio: 34.644% of plan assets
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 | $525,237 | — | $341,456 | $30,000 | — |
| 2023 | $385,774 | — | $291,518 | — | — |