Plan Snapshot
- Plan Sponsor: All Environmental, INC.
- Sponsor EIN: 680288965
- Sponsor Address: 2500 CAMINO DIABLO, WALNUT CREEK, CA, 94597
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $21.0M
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 | 327 | $21.0M | $440,065 | $2.1M |
| 2023 | 308 | $18.4M | $247,657 | $2.0M |
| 2022 | 371 | $15.5M | $229,827 | $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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $135,306 | — | $135,306 |
| LEAFHOUSE FINANCIAL AVISORS, LLC | Investment Advisor | $11,225 | — | $11,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,531
- Estimated Expense Ratio: 0.697% 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 | $146,531 | $11,225 | — | — | — |
| 2023 | $116,877 | $7,841 | — | — | — |
| 2022 | $30,114 | — | — | — | — |