Plan Snapshot
- Plan Sponsor: Ecorp Consulting INC
- Sponsor EIN: 680416814
- Sponsor Address: 2525 WARREN DR, ROCKLIN, CA, 956772167
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $21.4M
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 | 155 | $21.4M | $287,766 | $1.2M |
| 2023 | 154 | $19.0M | $218,409 | $1.2M |
| 2022 | 148 | $15.4M | $0 | $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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | ADVISOR | $38,376 | — | $38,376 |
| PAYCHEX, INC. | RECORDKEEPER | $7,479 | — | $7,479 |
| MICHAEL SHIMIZU, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,855
- Estimated Expense Ratio: 0.214% 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 | $46,455 | $38,376 | $7,219 | — | — |
| 2023 | $34,053 | $32,023 | $1,170 | — | — |
| 2022 | $32,593 | $30,788 | $1,805 | — | — |