Plan Snapshot
- Plan Sponsor: Hall Ambulance Service INC.
- Sponsor EIN: 952788714
- Sponsor Address: 1001 21ST STREET, BAKERSFIELD, CA, 93301
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $15.0M
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. |
|---|---|---|---|---|
| 2023 | 327 | $15.0M | $470,853 | $1.1M |
| 2022 | 340 | $12.7M | $310,078 | $948,811 |
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 |
|---|---|---|---|---|
| PENTEGRA SERVICES INC | CONTRACT ADMIN | $49,050 | — | $49,050 |
| HOLTHOUSE CARLIN & VAN TRIGHT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGHT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,050
- Estimated Expense Ratio: 0.327% 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 |
|---|---|---|---|---|---|
| 2023 | $24,770 | — | — | — | — |
| 2022 | $23,645 | — | — | — | $19,585 |