Plan Snapshot
- Plan Sponsor: Industrial & Commercial Contractors, Limited Partnership
- Sponsor EIN: 770134667
- Sponsor Address: 413 W. YOSEMITE AVE., SUITE 105, MADERA, CA, 93637
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $7.5M | $313,479 | $580,948 |
| 2023 | 121 | $5.9M | $311,273 | $628,559 |
| 2022 | 113 | $5.4M | $315,384 | $585,797 |
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 |
|---|---|---|---|---|
| FINCH ROWLAND SHOOPMAN CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FINCH ROWLAND SHOOPMAN CPAS — 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 | $3,175 | $3,175 | — | — | — |
| 2023 | $5,725 | — | $5,725 | — | — |
| 2022 | $5,725 | $5,725 | — | — | — |