# Fullmer Construction 401(k) Plan
Source: https://planprovider.pro/companies/fullmer-construction-401k-plan

> Fullmer Construction&#39;s 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RPA FINANCIAL, LLC|INVESTMENT ADVISORY|$36,057|$4|$36,061|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$34,532|—|$34,532|

| SOREN MCADAM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SOREN MCADAM LLP](https://planprovider.pro/provider/soren-mcadam-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,593

- **Estimated Expense Ratio:** 0.436% 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|$70,608|$36,057|$34,551|—|—|

| 2023|$61,190|$31,455|$29,735|—|—|

| 2022|$62,120|$33,801|$28,319|—|—|

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