Plan Snapshot
- Plan Sponsor: Bulwark Construction, INC.
- Sponsor EIN: 812646148
- Sponsor Address: 104 SOUTH MAPLE STREET, CORONA, CA, 92880
- Plan Type: DC
- Total Participants: 514
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 514 | $1.8M | $793,899 | $0 |
| 2023 | 527 | $1.5M | $758,113 | $0 |
| 2022 | 402 | $967,346 | $567,780 | $0 |
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 |
|---|---|---|---|---|
| ERICKSON DEMEL & ASSOCIATES, PLLC | Auditor | $15,300 | — | $15,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERICKSON DEMEL & ASSOCIATES, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,300
- Estimated Expense Ratio: 0.862% 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 | $15,300 | — | — | $15,300 | — |
| 2023 | $13,810 | — | — | $13,810 | — |
| 2022 | $21,010 | — | — | — | $21,010 |