Plan Snapshot
- Plan Sponsor: Alpha Mechanical, INC.
- Sponsor EIN: 731696499
- Sponsor Address: 1866 FRIENDSHIP DRIVE, EL CAJON, CA, 92020
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $6.1M
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 | 86 | $6.1M | $790,619 | $239,652 |
| 2023 | 63 | $5.5M | $1.1M | $189,765 |
| 2022 | 95 | $4.3M | $1.4M | $134,344 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | CONTRACT ADMIN | $39,184 | — | $39,184 |
| JGD & ASSOCIATES, LLP | SERVICE PROVIDER | $12,500 | — | $12,500 |
| WELLS FARGO ADVISORS | SERVICE PROVIDER | $9,819 | — | $9,819 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — CONTRACT ADMIN
- JGD & ASSOCIATES, LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,503
- Estimated Expense Ratio: 1.010% 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 | $76,400 | $24,716 | $39,184 | $12,500 | — |
| 2023 | $74,443 | $23,046 | $51,397 | — | — |
| 2022 | $73,044 | $25,966 | $47,078 | — | — |