Plan Snapshot
- Plan Sponsor: Etr Associates, INC.
- Sponsor EIN: 942760764
- Sponsor Address: 500 WESTRIDGE DRIVE, WATSONVILLE, CA, 95076
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $31.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 127 | $31.8M | $0 | $0 |
| 2024 | 169 | $29.0M | $0 | $0 |
| 2023 | 154 | $25.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| JOHANSON & YAU ACCOUNTANCY CORP | Auditor | $25 | — | $25 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25
- Estimated Expense Ratio: 0.000% 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 |
|---|---|---|---|---|---|
| 2025 | $50,443 | — | — | $25 | — |
| 2024 | $46,976 | — | — | — | — |
| 2023 | $48,852 | — | — | — | — |