Plan Snapshot
- Plan Sponsor: Frank C. Alegre Trucking, INC.
- Sponsor EIN: 942243381
- Sponsor Address: P.O. BOX 1508, LODI, CA, 952411508
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $9.3M
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 | 255 | $9.3M | $289,315 | $819,396 |
| 2023 | 234 | $8.2M | $262,839 | $771,896 |
| 2022 | 223 | $6.5M | $260,914 | $866,044 |
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 |
|---|---|---|---|---|
| BOWMAN & COMPANY, 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 | $65,247 | — | $54,511 | — | — |
| 2023 | $61,978 | — | — | — | — |
| 2022 | $43,267 | — | — | — | $43,267 |