Plan Snapshot
- Plan Sponsor: Doug Veerkamp General Engineering, INC.
- Sponsor EIN: 680462256
- Sponsor Address: 3701 TRADE WAY, CAMERON PARK, CA, 95682
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $27.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 180 | $27.6M | $510,176 | $1.2M |
| 2023 | 165 | $25.0M | $501,998 | $1.2M |
| 2022 | 162 | $21.6M | $468,113 | $1.1M |
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 |
|---|---|---|---|---|
| STATHEROS FINANCIAL SOLUTIONS, INC. | N/A | $60,379 | — | $60,379 |
| SENTINEL BENEFITS GROUP, LLC | N/A | $28,876 | — | $28,876 |
| MID-ATLANTIC TRUST COMPANY | N/A | $5,316 | — | $5,316 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — N/A
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,571
- Estimated Expense Ratio: 0.343% 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 | $94,571 | $60,379 | — | — | — |
| 2023 | $88,052 | $57,101 | — | — | — |
| 2022 | $89,784 | $58,079 | — | — | $31,705 |