Plan Snapshot
- Plan Sponsor: Fullmer Construction
- Sponsor EIN: 952885538
- Sponsor Address: 1725 SOUTH GROVE AVENUE, ONTARIO, CA, 917619565
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $16.2M
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 | 130 | $16.2M | $379,354 | $1.2M |
| 2023 | 144 | $15.1M | $402,152 | $1.3M |
| 2022 | 143 | $13.3M | $332,713 | $1.1M |
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 |
|---|---|---|---|---|
| SOREN MCADAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOREN MCADAM LLP — Auditor
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 | $70,608 | $36,057 | $34,551 | — | — |
| 2023 | $61,190 | $31,455 | $29,735 | — | — |
| 2022 | $62,120 | $33,801 | $28,319 | — | — |