Plan Snapshot
- Plan Sponsor: Fairway Market Iii
- Sponsor EIN: 770084733
- Sponsor Address: 2121 N. DINUBA BLVD, STE J, VISALIA, CA, 93291
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 256 | $18.8M | $176,255 | $520,038 |
| 2023 | 244 | $19.3M | $98,009 | $497,528 |
| 2022 | 259 | $15.9M | $167,126 | $505,573 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $7,329 | — | $7,329 |
| FINCH, ROWLAND, & SHOOPMAN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- FINCH, ROWLAND, & SHOOPMAN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,329
- Estimated Expense Ratio: 0.039% 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 | $7,329 | — | — | — | — |
| 2023 | $40,608 | — | — | — | — |
| 2022 | $47,102 | — | — | — | — |