Plan Snapshot
- Plan Sponsor: Condon-Johnson & Associates, INC.
- Sponsor EIN: 942248694
- Sponsor Address: 480 ROLAND WAY, SUITE 200, OAKLAND, CA, 946212053
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $41.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 127 | $41.4M | $1.2M | $1.7M |
| 2023 | 120 | $33.7M | $1.0M | $1.5M |
| 2022 | 117 | $25.7M | $821,936 | $1.3M |
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 |
|---|---|---|---|---|
| ROORDA, PIQUET & BESSEE, 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 | $30,548 | $25,079 | — | — | — |
| 2023 | $16,912 | $9,647 | — | — | — |
| 2022 | $25,707 | $17,905 | — | — | $7,802 |