Plan Snapshot
- Plan Sponsor: Dokken Engineering
- Sponsor EIN: 680099664
- Sponsor Address: 110 BLUE RAVINE ROAD STE 200, FOLSOM, CA, 956304713
- Plan Type: DC
- Total Participants: 124
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $21.5M | $2.8M | $0 |
| 2023 | 101 | $17.2M | $2.2M | $0 |
| 2022 | 108 | $14.9M | $1.4M | $0 |
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 ADVISORS, LLC | INV ADV, PARTICIPANTS | $10,895 | — | $10,895 |
| SANLI PASTORE & HILL | VALUATION SERVICES | $10,000 | — | $10,000 |
| PRINCIPAL FINANCIAL GROUP | PLAN ADMINISTRATOR | $8,941 | — | $8,941 |
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,836
- Estimated Expense Ratio: 0.139% 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 | $30,886 | $10,895 | — | — | — |
| 2023 | $32,721 | $10,021 | $3,860 | — | — |
| 2022 | $51,471 | $10,107 | $450 | — | — |