Plan Snapshot
- Plan Sponsor: Clapp, Moroney, Vucinich, Beeman And Scheley, A Prof. Corp
- Sponsor EIN: 942756833
- Sponsor Address: 5860 OWENS DRIVE SUITE 410, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $29.8M
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 | 73 | $29.8M | $731,186 | $773,586 |
| 2023 | 122 | $25.9M | $329,853 | $664,765 |
| 2022 | 113 | $22.0M | $366,551 | $655,613 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $26,000 | — | $26,000 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $10,785 | — | $10,785 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,785
- Estimated Expense Ratio: 0.123% 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 | $41,105 | $30,320 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |