# C. Overaa & Co. 401(k) Plan
Source: https://planprovider.pro/companies/c-overaa-co-plan

> C. Overaa & Co.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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