# Carlson, Barbee & Gibson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carlson-barbee-gibson-inc-401k-plan

> Carlson, Barbee & Gibson, INC.'s 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carlson, Barbee & Gibson, INC.

- **Sponsor EIN:** 680174548

- **Sponsor Address:** 2633 CAMINO RAMON, SUITE 350, SAN RAMON, CA, 94583

- **Plan Type:** 401(k)

- **Total Participants:** 116

- **Total Assets:** $31.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|116|$31.3M|$830,067|$1.3M|

| 2023|105|$28.1M|$830,292|$1.3M|

| 2022|118|$23.9M|$822,129|$1.2M|

## 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 O|RECORDKEEPER|$87,739|—|$87,739|

| OSAIC WEALTH INC|BROKER / ADVISER|—|$23,672|$23,672|

| SILICON VALLEY ACCOUNTANCY|AUDITOR|$19,818|—|$19,818|

| REDWOOD PENSIONS, LLC|CONTRACT ADMIN|$13,721|—|$13,721|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $144,950

- **Estimated Expense Ratio:** 0.463% 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|$175,172|—|$15,061|$19,818|—|

| 2023|$158,032|—|$14,380|$18,900|—|

| 2022|$164,273|$2,623|$143,101|—|$18,549|

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