Plan Snapshot
- Plan Sponsor: Alcal Industries, INC.
- Sponsor EIN: 450493297
- Sponsor Address: 3875 BAY CENTER PLACE, HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $24.8M
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 | 285 | $24.8M | $441,492 | $2.0M |
| 2023 | 290 | $24.4M | $512,332 | $1.8M |
| 2022 | 284 | $20.0M | $392,826 | $1.9M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | INVESTMENT ADVISOR | $50,098 | — | $50,098 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $27,100 | — | $27,100 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $24,647 | — | $24,647 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,845
- Estimated Expense Ratio: 0.411% 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 | $101,845 | $74,745 | — | — | — |
| 2023 | $92,154 | $50,629 | — | — | — |
| 2022 | $80,307 | $56,671 | $23,636 | — | — |