Plan Snapshot
- Plan Sponsor: Exchange Bank
- Sponsor EIN: 940463800
- Sponsor Address: PO BOX 403, SANTA ROSA, CA, 95402
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 0
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $5.4M | $0 | $0 |
| 2023 | 0 | $5.7M | $0 | $0 |
| 2022 | 0 | $6.0M | $43,997 | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $112,815 | — | — | — | — |
| 2023 | $84,517 | — | — | — | — |
| 2022 | $17,663 | — | — | — | — |