Plan Snapshot
- Plan Sponsor: John Mourier Construction INC
- Sponsor EIN: 942503058
- Sponsor Address: 1430 BLUE OAKS BOULEVARD SUITE 190, ROSEVILLE, CA, 95747
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $27.6M
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 | 162 | $27.6M | $463,694 | $1.1M |
| 2023 | 171 | $24.4M | $426,893 | $1.0M |
| 2022 | 176 | $20.5M | $445,431 | $1.1M |
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 |
|---|---|---|---|---|
| MARINER WEALTH ADVISORS | Other Service Provider | $53,964 | $7 | $53,971 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $12,438 | — | $12,438 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,409
- Estimated Expense Ratio: 0.241% 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 | $66,405 | $53,966 | $12,439 | — | — |
| 2023 | $61,161 | $49,839 | $11,322 | — | — |
| 2022 | $49,071 | $49,071 | — | — | — |