Plan Snapshot
- Plan Sponsor: Dolan'S Of Concord/Pinole
- Sponsor EIN: 941500201
- Sponsor Address: 3355 VINCENT ROAD, PLEASANT HILL, CA, 945234367
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $11.2M
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 | 99 | $11.2M | $352,638 | $606,749 |
| 2023 | 109 | $10.5M | $179,341 | $594,462 |
| 2022 | 102 | $8.7M | $160,425 | $597,298 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
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 | $40,688 | — | $40,688 | — | — |
| 2023 | $36,149 | — | $36,149 | — | — |
| 2022 | $24,515 | — | $24,515 | — | — |