Plan Snapshot
- Plan Sponsor: James G. Parker Insurance Associates
- Sponsor EIN: 942494444
- Sponsor Address: 1753 E. FIR, FRESNO, CA, 937203840
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $17.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 230 | $17.3M | $141,757 | $1.1M |
| 2023 | 173 | $16.5M | $133,646 | $1.0M |
| 2022 | 240 | $13.4M | $123,197 | $984,881 |
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 |
|---|---|---|---|---|
| CUTTONE & MASTRO | Auditor | — | — | $0 |
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 | $72,565 | — | $70,557 | — | — |
| 2023 | $59,406 | $56,419 | — | — | — |
| 2022 | $56,763 | $56,763 | — | — | — |