# Etr Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/etr-associates-inc-plan-002

> Etr Associates, INC.'s 401(k) plan: 127 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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