Plan Snapshot
- Plan Sponsor: Ascent Environmental, INC.
- Sponsor EIN: 271537109
- Sponsor Address: 455 CAPITOL MALL, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $20.8M
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 | 134 | $20.8M | $385,324 | $1.4M |
| 2023 | 149 | $16.5M | $305,341 | $1.2M |
| 2022 | 120 | $12.6M | $282,698 | $988,507 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORD KEEPER | $20,018 | — | $20,018 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,018
- Estimated Expense Ratio: 0.096% 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 | $20,018 | — | $20,018 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |