Plan Snapshot
- Plan Sponsor: Electrical Design & Motor Control, INC.
- Sponsor EIN: 680370775
- Sponsor Address: 500 GIUSEPPE COURT, SUITE 6, ROSEVILLE, CA, 95678
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 84 | $12.7M | $797,746 | $797,264 |
| 2023 | 89 | $10.9M | $661,468 | $670,365 |
| 2022 | 127 | $8.5M | $743,290 | $676,186 |
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 |
|---|---|---|---|---|
| CAPITAL PLANNING ADVISORS, LLC | Investment Advisor | $53,342 | — | $53,342 |
| T. ROWE PRICE | Recordkeeper | $9,270 | — | $9,270 |
| BIDWELL CONSULTING SERVICES, INC | Recordkeeper | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- T. ROWE PRICE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,612
- Estimated Expense Ratio: 0.558% 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 | $71,122 | $60,772 | $10,350 | — | — |
| 2023 | $59,808 | $43,801 | $10,267 | — | — |
| 2022 | — | — | — | — | — |