Plan Snapshot
- Plan Sponsor: Jaco Oil Company
- Sponsor EIN: 952667602
- Sponsor Address: 3101 STATE ROAD, BAKERSFIELD, CA, 93308
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $11.0M
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 | 166 | $11.0M | $74 | $630,411 |
| 2023 | 171 | $8.8M | $329,954 | $647,021 |
| 2022 | 178 | $6.4M | $456,192 | $606,964 |
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 |
|---|---|---|---|---|
| BAKER TILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY — 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 | $2,472 | $1,830 | — | — | — |
| 2023 | $698,909 | — | $13,505 | — | — |
| 2022 | $16,786 | — | — | — | $6,858 |