Plan Snapshot
- Plan Sponsor: Foothill Fire Protection INC
- Sponsor EIN: 680451213
- Sponsor Address: 5948 KING ROAD, LOOMIS, CA, 95650
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 160 | $6.7M | $279,207 | $704,450 |
| 2023 | 158 | $6.4M | $318,926 | $609,517 |
| 2022 | 151 | $5.4M | $347,263 | $604,512 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | $8,250 | — | $8,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,250
- Estimated Expense Ratio: 0.123% 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 | $67,145 | $54,013 | — | $8,250 | — |
| 2023 | $66,731 | $47,050 | — | — | — |
| 2022 | $41,325 | — | $39,620 | — | $1,705 |