# Bank Of Stockton DC Plan
Source: https://planprovider.pro/companies/bank-of-stockton-plan-002

> Bank Of Stockton's DC plan: 433 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|—|—|

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