# Eskaton Properties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/eskaton-properties-inc-401k-plan

> Eskaton Properties, INC.'s 401(k) plan: 1,004 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eskaton Properties, INC.

- **Sponsor EIN:** 942906316

- **Sponsor Address:** 5105 MANZANITA AVE, CARMICHAEL, CA, 95608

- **Plan Type:** 401(k)

- **Total Participants:** 1,004

- **Total Assets:** $10.1M

## 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|1,004|$10.1M|$1.1M|$2.0M|

| 2023|1,023|$4.4M|$1.3M|$2.4M|

| 2022|116|$257,394|$51,758|$70,725|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$15,402|—|$15,402|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$15,022|—|$15,022|

| EVEREN SECURITIES INC|BROKER/ADVISER|—|$12,223|$12,223|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,647

- **Estimated Expense Ratio:** 0.421% 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|$30,425|$15,402|—|—|—|

| 2023|$9,524|$3,688|—|—|—|

| 2022|$866|—|$866|—|—|

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