Plan Snapshot
- Plan Sponsor: Celestica Precision Machining
- Sponsor EIN: 941566433
- Sponsor Address: 49235 MILMONT DRIVE, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $18.1M
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 | 289 | $18.1M | $672,905 | $1.5M |
| 2023 | 298 | $18.3M | $691,742 | $1.4M |
| 2022 | 401 | $16.0M | $808,987 | $1.7M |
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 RETIREMENT SERVICES | NONE | $36,000 | — | $36,000 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $13,286 | — | $13,286 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SILICON VALLEY RETIREMENT SERVICES — NONE
- EPIC RETIREMENT PLAN SERVICES — NONE
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,286
- Estimated Expense Ratio: 0.273% 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 | $49,286 | $36,000 | — | — | — |
| 2023 | $55,976 | $36,375 | — | — | — |
| 2022 | $47,738 | — | — | — | $47,738 |