Plan Snapshot
- Plan Sponsor: Herrero Builders, INC.
- Sponsor EIN: 941302904
- Sponsor Address: 2100 OAKDALE AVE, SAN FRANCISCO, CA, 94124
- Plan Type: DC
- Total Participants: 98
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 98 | $20.9M | $344,856 | $929,718 |
| 2023 | 89 | $22.8M | $430,500 | $1.0M |
| 2022 | 92 | $21.4M | $943,552 | $1.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | -$5,925 | $5,423 | — | — | — |
| 2023 | -$3,753 | $7,480 | — | — | — |
| 2022 | $1,940 | $4,421 | — | — | — |