Plan Snapshot
- Plan Sponsor: Alcoa Electrical Contractor INC
- Sponsor EIN: 383907348
- Sponsor Address: 15222 PIPELINE LANE, HUNTINGTON BEACH, CA, 92649
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $7.8M
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 | 168 | $7.8M | $445,480 | $939,328 |
| 2023 | 154 | $5.7M | $409,720 | $837,080 |
| 2022 | 154 | $3.8M | $253,727 | $677,460 |
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 |
|---|---|---|---|---|
| PLANCHECK CPA'S LLC | 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 | $23,489 | — | — | — | — |
| 2023 | $21,416 | — | — | — | — |
| 2022 | $31,141 | $16,448 | $13,213 | — | — |