# John Aguilar & Company, INC. Dba Vernon Transportation 401(k) Plan
Source: https://planprovider.pro/companies/john-aguilar-company-inc-dba-vernon-transportation-401k-plan

> John Aguilar & Company, INC. Dba Vernon Transportation's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** John Aguilar & Company, INC. Dba Vernon Transportation

- **Sponsor EIN:** 954118080

- **Sponsor Address:** P.O. BOX 31450, STOCKTON, CA, 95206

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $6.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|137|$6.7M|$120,736|$803,420|

| 2023|169|$6.2M|$200,942|$805,620|

| 2022|144|$4.6M|$164,765|$659,819|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$51,565|—|$51,565|

| KEMPER CPA GROUP LLP|ACCOUNTANT/AUDITOR|$10,145|—|$10,145|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KEMPER CPA GROUP LLP](https://planprovider.pro/provider/kemper-cpa-group-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,710

- **Estimated Expense Ratio:** 0.918% 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|$61,710|—|—|$10,145|—|

| 2023|$31,495|—|—|—|—|

| 2022|$26,165|—|—|—|—|

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