Plan Snapshot
- Plan Sponsor: Gonsalves & Santucci, INC.
- Sponsor EIN: 941527989
- Sponsor Address: 5141 COMMERCIAL CIRCLE, CONCORD, CA, 94520
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $72.6M
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 | 203 | $72.6M | $3.6M | $2.1M |
| 2023 | 276 | $70.4M | $2.4M | $2.5M |
| 2022 | 312 | $58.8M | $3.2M | $2.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLENLLP | Auditor | $19,958 | — | $19,958 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLENLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,958
- Estimated Expense Ratio: 0.027% 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 | $137,333 | $12,675 | — | $19,958 | — |
| 2023 | $123,665 | $24,046 | — | — | — |
| 2022 | $134,008 | $87,427 | $25,656 | — | $6,510 |