Plan Snapshot
- Plan Sponsor: C. Overaa & Co.
- Sponsor EIN: 941127348
- Sponsor Address: 200 PARR BLVD., RICHMOND, CA, 94801
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $54.1M
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 | 159 | $54.1M | $1.8M | $1.9M |
| 2023 | 160 | $46.5M | $1.6M | $1.7M |
| 2022 | 148 | $39.2M | $1.2M | $1.5M |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | $20,952 | — | $20,952 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,952
- Estimated Expense Ratio: 0.039% 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 | $51,209 | — | — | $20,952 | — |
| 2023 | $35,897 | — | — | $10,473 | — |
| 2022 | $36,436 | — | — | — | $11,340 |