Plan Snapshot
- Plan Sponsor: Hanford Applied Restoration & Conservation
- Sponsor EIN: 943347863
- Sponsor Address: 775 BAYWOOD DR., PETALUMA, CA, 94954
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 112 | $18.4M | $1.5M | $389,018 |
| 2023 | 156 | $19.5M | $2.7M | $464,673 |
| 2022 | 162 | $15.3M | $2.7M | $543,100 |
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 |
|---|---|---|---|---|
| ERICKSON DEMEL & ASSOCIATES, PLLC | Auditor | $42,000 | — | $42,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERICKSON DEMEL & ASSOCIATES, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,000
- Estimated Expense Ratio: 0.228% 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 | $42,000 | — | — | $42,000 | — |
| 2023 | $17,500 | — | — | $17,500 | — |
| 2022 | — | — | — | — | — |