# Alisal Properties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alisal-properties-inc-401k-plan

> Alisal Properties, INC.'s 401(k) plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alisal Properties, INC.

- **Sponsor EIN:** 952428546

- **Sponsor Address:** 1054 ALISAL ROAD, SOLVANG, CA, 93463

- **Plan Type:** 401(k)

- **Total Participants:** 347

- **Total Assets:** $16.3M

## 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|347|$16.3M|$487,626|$1.1M|

| 2023|293|$14.9M|$455,470|$1.0M|

| 2022|333|$12.6M|$420,339|$919,278|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$49,475|—|$49,475|

| CAPFINANCIAL PARTNERS LLC DBA|INVESTMENT ADVISOR|$37,320|—|$37,320|

| BARTLETT, PRINGLE & WOLF, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,795

- **Estimated Expense Ratio:** 0.532% 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|$86,795|$37,320|—|—|—|

| 2023|$73,936|$32,659|—|—|—|

| 2022|$70,525|$32,461|$38,064|—|—|

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