Plan Snapshot
- Plan Sponsor: Ingomar Packing Company, LLC
- Sponsor EIN: 953736513
- Sponsor Address: 9950 SOUTH INGOMAR GRADE, LOS BANOS, CA, 93635
- Plan Type: 403(b)
- Total Participants: 167
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 167 | $16.0M | $463,144 | $727,978 |
| 2023 | 153 | $13.6M | $441,144 | $739,618 |
| 2022 | 146 | $11.6M | $424,727 | $707,349 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $38,383 | — | $38,383 |
| SIERRA OCEAN, LLC | NONE | $35,187 | — | $35,187 |
| DEMERA DEMERA CAMERON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- DEMERA DEMERA CAMERON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,570
- Estimated Expense Ratio: 0.460% 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 | $73,588 | — | $73,588 | — | — |
| 2023 | $71,686 | $33,389 | $38,297 | — | — |
| 2022 | $78,770 | — | $78,770 | — | — |