Plan Snapshot
- Plan Sponsor: Alfa Tech Consulting Engineers, INC
- Sponsor EIN: 770211171
- Sponsor Address: 1321 RIDDER PARK DRIVE, NO. 50, SAN JOSE, CA, 95131
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $20.4M
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 | 159 | $20.4M | $265,772 | $1.6M |
| 2023 | 144 | $18.6M | $246,052 | $1.5M |
| 2022 | 161 | $15.5M | $263,193 | $1.3M |
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 |
|---|---|---|---|---|
| PETRINOVICH PUGH & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETRINOVICH PUGH & COMPANY, 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 | $10,040 | $2,965 | $6,725 | — | — |
| 2023 | $8,760 | $2,560 | $3,575 | — | — |
| 2022 | $8,470 | — | $8,470 | — | — |