# Joseph J. Albanese, INC. 401(k) Plan
Source: https://planprovider.pro/companies/joseph-j-albanese-inc-401k-plan

> Joseph J. Albanese, INC.'s 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joseph J. Albanese, INC.

- **Sponsor EIN:** 942247579

- **Sponsor Address:** 851 MARTIN AVENUE, SANTA CLARA, CA, 95050

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

- **Total Participants:** 252

- **Total Assets:** $34.9M

## 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|252|$34.9M|$1.0M|$1.9M|

| 2023|235|$29.7M|$352,086|$1.7M|

| 2022|184|$25.4M|$1.0M|$1.6M|

## 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 US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|$78,708|—|$78,708|—|—|

| 2023|$75,367|—|$75,367|—|—|

| 2022|$69,972|—|$69,972|—|—|

## Similar Plans

- [Board Of Trustees Of Hawaii Glaziers Pension Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-hawaii-glaziers-pension-trust-fund-plan) — 211 participants

- [Peterson Brothers Construction INC](https://planprovider.pro/companies/peterson-brothers-construction-inc-plan-001) — 294 participants

- [Gonsalves & Santucci, INC.](https://planprovider.pro/companies/gonsalves-santucci-inc-401k-plan) — 203 participants

- [Central Valley Concrete, INC.](https://planprovider.pro/companies/central-valley-concrete-inc-401k-plan) — 186 participants

- [Clark Pacific](https://planprovider.pro/companies/clark-pacific-401k-plan-001) — 332 participants

- [Skeffington Enterprises, INC.](https://planprovider.pro/companies/skeffington-enterprises-inc-401k-plan) — 164 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joseph-j-albanese-inc-401k-plan)

© 2026 PlanProvider.Pro