Plan Snapshot
- Plan Sponsor: Bonney Plumbing LLC
- Sponsor EIN: 461259484
- Sponsor Address: 11101 TRADE CENTER DRIVE, RANCHO CORDOVA, CA, 95670
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 269 | $6.0M | $422,669 | $782,308 |
| 2023 | 278 | $5.1M | $405,687 | $828,346 |
| 2022 | 233 | $3.4M | $232,400 | $490,777 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $27,857 | — | $27,857 |
| ASCENSUS HOLDINGS INC DBA | Other Service Provider | $9,375 | — | $9,375 |
| CETERA INVESTMENT ADVISERS LLC | Investment Advisor | $6,505 | — | $6,505 |
| CETERA ADVISORS LLC | Investment Advisor | $5,862 | — | $5,862 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,599
- Estimated Expense Ratio: 0.824% 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 | $45,030 | $45,030 | — | — | — |
| 2023 | $22,247 | — | $22,247 | — | — |
| 2022 | $27,039 | — | $27,039 | — | — |