Plan Snapshot
- Plan Sponsor: Fleenor Company, INC.
- Sponsor EIN: 942616973
- Sponsor Address: 2225 HARBOR BAY PARKWAY, ALAMEDA, CA, 94502
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $12.0M | $233,479 | $477,624 |
| 2023 | 217 | $11.1M | $267,156 | $502,406 |
| 2022 | 240 | $8.9M | $265,676 | $503,986 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INS. COMPANY | RECORDKEEPER | $34,474 | — | $34,474 |
| RAYMOND JAMES FSA INC | RIA | $22,995 | — | $22,995 |
| FLYNN, SHOJINAGA & ASSOCIATES | TPA | $5,275 | — | $5,275 |
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INS. COMPANY — RECORDKEEPER
- RAYMOND JAMES FSA INC — RIA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,744
- Estimated Expense Ratio: 0.523% 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 | $62,744 | — | $57,469 | — | — |
| 2023 | $53,981 | — | $51,656 | — | — |
| 2022 | $48,984 | — | $47,809 | — | — |