Plan Snapshot
- Plan Sponsor: J. Marchini & Son, INC.
- Sponsor EIN: 770226588
- Sponsor Address: 12000 E. LEGRAND RD., LEGRAND, CA, 95333
- Plan Type: DC
- Total Participants: 543
- Total Assets: $2.9M
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 | 543 | $2.9M | $188,427 | $254,005 |
| 2023 | 546 | $2.4M | $188,551 | $250,401 |
| 2022 | 542 | $1.8M | $186,626 | $248,498 |
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 |
|---|---|---|---|---|
| BRIDGEWATER ADVISORY GROUP | BROKER | $12,945 | — | $12,945 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $12,325 | — | $12,325 |
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,270
- Estimated Expense Ratio: 0.870% 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 | $24,205 | — | — | — | — |
| 2023 | $20,792 | — | — | — | — |
| 2022 | $18,276 | — | — | — | $18,276 |