Plan Snapshot
- Plan Sponsor: Dokken Engineering
- Sponsor EIN: 680099664
- Sponsor Address: 110 BLUE RAVINE ROAD, FOLSOM, CA, 956304713
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $38.9M
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 | 145 | $38.9M | $1.0M | $1.6M |
| 2023 | 129 | $31.6M | $1.0M | $1.3M |
| 2022 | 121 | $25.9M | $837,104 | $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 |
|---|---|---|---|---|
| HIGHTOWER SECURITIES LLC | NONE | $40,000 | — | $40,000 |
| NWPS | NONE | $20,589 | — | $20,589 |
| CHARLES SCHWAB TRUST BANK | NONE | $10,559 | — | $10,559 |
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- CHARLES SCHWAB TRUST BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,148
- Estimated Expense Ratio: 0.183% 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 | $71,148 | $40,000 | — | — | — |
| 2023 | $66,966 | $40,000 | $20,678 | — | — |
| 2022 | $62,902 | — | $62,902 | — | — |