Plan Snapshot
- Plan Sponsor: Dunlop Manufacturing INC
- Sponsor EIN: 942440675
- Sponsor Address: 170 INDUSTRIAL WAY, BENICIA, CA, 945100000
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $25.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 234 | $25.6M | $1.5M | $390,849 |
| 2023 | 220 | $23.2M | $1.5M | $330,190 |
| 2022 | 199 | $20.1M | $1.4M | $321,551 |
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC | NONE | $34,676 | — | $34,676 |
| ASSOCIATED PENSION CONSULTANTS | NONE | $27,049 | $1,604 | $28,653 |
| EMPOWER | NONE | $26,155 | — | $26,155 |
| FIRST REPUBLIC INVESTMENT | NONE | $16,134 | — | $16,134 |
| MANN URRUTIA NELSON CPAS & ASSOC | NONE | $14,250 | — | $14,250 |
| MUN CPAS LLP | Auditor | $14,250 | — | $14,250 |
| CREATIVE PLANNING LLC | NONE | $10,047 | — | $10,047 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPOWER — NONE
- MUN CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,165
- Estimated Expense Ratio: 0.564% 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 | $121,321 | $60,927 | $27,049 | $14,250 | — |
| 2023 | $113,982 | $59,349 | $27,606 | $13,950 | — |
| 2022 | $112,470 | $59,505 | $631 | — | $59,434 |