Plan Snapshot
- Plan Sponsor: Barnum And Celillo Electric, INC
- Sponsor EIN: 680227342
- Sponsor Address: 135 MAIN AVENUE, SACRAMENTO, CA, 95838
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 298 | $18.1M | $400,092 | $899,945 |
| 2023 | 251 | $16.5M | $261,573 | $835,194 |
| 2022 | 265 | $14.6M | $285,310 | $710,417 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $80,943 | — | $80,943 |
| MERRILL LYNCH | Investment Advisor | $49,593 | — | $49,593 |
| BROWN, FINK, BOYCE & ASTLE | Auditor | $9,108 | — | $9,108 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
- MERRILL LYNCH — Investment Advisor
- BROWN, FINK, BOYCE & ASTLE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,644
- Estimated Expense Ratio: 0.770% 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 | $139,644 | $49,593 | — | $9,108 | — |
| 2023 | $128,868 | $44,522 | — | $10,600 | — |
| 2022 | $112,569 | $44,614 | — | — | — |