Plan Snapshot
- Plan Sponsor: Assemi Group, INC.
- Sponsor EIN: 202464845
- Sponsor Address: 5260 N. PALM AVE., SUITE 421, MS A, FRESNO, CA, 93704
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 100 | $11.2M | $429,537 | $879,624 |
| 2023 | 214 | $14.2M | $501,987 | $1.1M |
| 2022 | 234 | $10.7M | $400,710 | $966,877 |
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 |
|---|---|---|---|---|
| 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: $0
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 | $62,159 | $62,159 | — | — | — |
| 2023 | $17,071 | $17,071 | — | — | — |
| 2022 | $11,634 | $11,634 | — | — | — |