Plan Snapshot
- Plan Sponsor: Charles Mcmurray Company Of Fresno
- Sponsor EIN: 941658722
- Sponsor Address: PO BOX 569, FRESNO, CA, 93709
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $32.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $32.6M | $629,463 | $1.1M |
| 2023 | 130 | $28.0M | $700,664 | $1.2M |
| 2022 | 131 | $23.7M | $713,260 | $1.1M |
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 |
|---|---|---|---|---|
| HUDSON & COMPANY , INC. | 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 | $22,686 | — | — | — | — |
| 2023 | $23,803 | — | — | — | — |
| 2022 | $23,225 | — | — | — | — |