Plan Snapshot
- Plan Sponsor: Bank Of Stockton
- Sponsor EIN: 940902780
- Sponsor Address: PO BOX 1110, STOCKTON, CA, 952011110
- Plan Type: DC
- Total Participants: 433
- Total Assets: $61.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 433 | $61.4M | $88 | $2.9M |
| 2023 | 428 | $57.8M | $0 | $3.0M |
| 2022 | 427 | $50.8M | $1.2M | $2.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $64,098 | — | $64,098 |
| GRIMBLEBY COLEMAN ADVISORS & ACCOUN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,098
- Estimated Expense Ratio: 0.104% 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 | $62,328 | — | — | — | — |
| 2023 | $3,180 | — | — | — | — |
| 2022 | $3,575 | — | — | — | — |