Plan Snapshot
- Plan Sponsor: Central Valley Concrete, INC.
- Sponsor EIN: 942744760
- Sponsor Address: 3823 N. HWY 59, MERCED, CA, 95348
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $2.1M
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 | 186 | $2.1M | $60,000 | $116,136 |
| 2023 | 178 | $1.9M | $60,000 | $129,098 |
| 2022 | 169 | $1.7M | $60,000 | $127,973 |
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 |
|---|---|---|---|---|
| CASSABON FUNG, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $145,719 | — | $9,808 | — | — |
| 2023 | $196,550 | — | $7,446 | — | — |
| 2022 | $7,798 | — | $7,798 | — | — |