Plan Snapshot
- Plan Sponsor: Anderson Pacific Engineering Construction, INC.
- Sponsor EIN: 941636147
- Sponsor Address: 1370 NORMAN AVENUE, SANTA CLARA, CA, 950542056
- Plan Type: DC
- Total Participants: 146
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 146 | $18.1M | $1.8M | $0 |
| 2023 | 149 | $15.2M | $1.7M | $0 |
| 2022 | 132 | $11.4M | $1.5M | $0 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $30,250 | — | $30,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,250
- Estimated Expense Ratio: 0.167% 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 | $187,754 | $79,071 | $71,875 | $30,250 | — |
| 2023 | $175,631 | $66,783 | $75,750 | $26,750 | — |
| 2022 | $188,665 | $84,520 | $79,145 | — | $25,000 |