Plan Snapshot
- Plan Sponsor: Anvil Builders, INC.
- Sponsor EIN: 273264836
- Sponsor Address: 1550 PARK AVE, EMERYVILLE, CA, 94608
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $14.2M
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 | 142 | $14.2M | $593,709 | $763,915 |
| 2023 | 133 | $11.0M | $745,198 | $645,342 |
| 2022 | 139 | $7.0M | $559,175 | $573,357 |
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 | $37,747 | — | $37,747 |
| JORDAN & ASSOCIATES RETIREMENT SERV | CONTRACT ADMIN | $2,395 | $11,465 | $13,860 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,607
- Estimated Expense Ratio: 0.363% 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 | $39,092 | — | $3,565 | — | — |
| 2023 | $27,738 | — | $2,265 | — | — |
| 2022 | — | — | — | — | — |