Plan Snapshot
- Plan Sponsor: Biggs Cardosa Associates, INC.
- Sponsor EIN: 770099204
- Sponsor Address: 865 THE ALAMEDA, SAN JOSE, CA, 95126
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $37.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 103 | $37.5M | $386,273 | $1.5M |
| 2023 | 99 | $29.6M | $15 | $1.3M |
| 2022 | 104 | $22.6M | $741 | $1.3M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO 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 | $50,474 | $5,105 | — | — | — |
| 2023 | $49,757 | $1,559 | — | — | — |
| 2022 | $68,698 | — | — | — | — |