Plan Snapshot
- Plan Sponsor: Deacon Holdings, INC.
- Sponsor EIN: 943321764
- Sponsor Address: 7745 GREENBACK LANE, CITRUS HEIGHTS, CA, 95610
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $65.2M
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 | 272 | $65.2M | $1.5M | $2.8M |
| 2023 | 292 | $59.1M | $1.4M | $2.8M |
| 2022 | 305 | $51.2M | $1.2M | $2.6M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $105,265 | — | $105,265 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $66,778 | — | $66,778 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,043
- Estimated Expense Ratio: 0.264% 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 | $172,044 | $66,778 | $105,266 | — | — |
| 2023 | $87,102 | $60,624 | $12,778 | $13,700 | — |
| 2022 | $82,490 | — | $82,490 | — | — |