Plan Snapshot
- Plan Sponsor: Alsco-Geyer Irrigation, INC.
- Sponsor EIN: 911754559
- Sponsor Address: 700 5TH STREET, ARBUCKLE, CA, 95912
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 233
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 233 | $11.7M | $0 | $0 |
| 2024 | 130 | $10.1M | $335,022 | $319,846 |
| 2023 | 121 | $9.0M | $324,690 | $309,912 |
| 2022 | 117 | $7.4M | $320,622 | $309,189 |
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 | $36,206 | — | $36,206 |
| EDWARD D JONES & CO | Investment Advisor | $27,433 | — | $27,433 |
| NATIONAL BENEFIT SERVICES, LLC | Other Service Provider | $5,387 | $4,801 | $10,188 |
| VALENTINE AND CALDWELL CPAS PC | Auditor | $7,125 | — | $7,125 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,952
- Estimated Expense Ratio: 0.690% 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 |
|---|---|---|---|---|---|
| 2025 | $744,697 | — | $71,007 | — | — |
| 2024 | $54,847 | — | $54,847 | — | — |
| 2023 | $46,403 | — | $46,403 | — | — |
| 2022 | $36,586 | — | $36,586 | — | — |