Plan Snapshot
- Plan Sponsor: Central Valley Training Center
- Sponsor EIN: 942806391
- Sponsor Address: 10100 TRINITY PKWY, SUITE 110, STOCKTON, CA, 95219
- Plan Type: 401(k)
- Total Participants: 462
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 462 | $3.1M | $232,030 | $417,289 |
| 2023 | 425 | $4.3M | $150,033 | $366,783 |
| 2022 | 367 | $3.6M | $125,000 | $273,903 |
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 |
|---|---|---|---|---|
| BOWMAN AND COMPANY | 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 | $8,536 | — | — | — | — |
| 2023 | $2,843 | — | — | — | — |
| 2022 | $2,251 | — | — | — | — |