Plan Snapshot
- Plan Sponsor: Associated General Contractors Of America, San Diego Chapter, INC.
- Sponsor EIN: 951951119
- Sponsor Address: PO BOX 12630, SAN DIEGO, CA, 92112
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $2.1M
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 | 0 | $2.1M | $0 | $0 |
| 2023 | 0 | $1.7M | $0 | $0 |
| 2022 | 0 | $1.4M | $0 | $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 |
|---|---|---|---|---|
| AGC OF AMERICA | Other Service Provider | $939,460 | — | $939,460 |
| WEST COAST GROUP BENEFITS | Recordkeeper | $283,770 | — | $283,770 |
| POLYCOMP ADMINISTRATIVE SERVICES | Recordkeeper | $268,808 | — | $268,808 |
| MOSS ADAMS LLP | Other Service Provider | $182,299 | — | $182,299 |
| TEAGUE INSURANCE AGENCY | Other Service Provider | $67,885 | — | $67,885 |
| LEAFHOUSE | Other Service Provider | $55,227 | — | $55,227 |
| WOLDS LAW GROUP | Other Service Provider | $47,067 | — | $47,067 |
| MMA SECURITIES LLC | Other Service Provider | $34,999 | — | $34,999 |
| SCHAFFER ENTERPRISES | Other Service Provider | $28,560 | — | $28,560 |
| CAVIGNAC & ASSOCIATES | Other Service Provider | $21,480 | — | $21,480 |
| IRON MOUNTAIN | Other Service Provider | $12,131 | — | $12,131 |
| JOHN BURNHAM AND COMPANY | Recordkeeper | $10,650 | — | $10,650 |
| INDEPENDENT FINANCIAL PARTNERS | Other Service Provider | $9,165 | — | $9,165 |
| VON BERGE WEALTH MANAGEMENT GROUP | Other Service Provider | $6,920 | — | $6,920 |
| U.S. BANK | Other Service Provider | $5,313 | — | $5,313 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST COAST GROUP BENEFITS — Recordkeeper
- JOHN BURNHAM AND COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,973,734
- Estimated Expense Ratio: 95.885% 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 | $687,312 | $5,313 | $268,808 | — | — |
| 2023 | $683,022 | $14,812 | $295,174 | — | — |
| 2022 | $631,106 | $16,891 | $245,312 | — | $153,804 |