Plan Snapshot
- Plan Sponsor: Jp Lamborn Co., INC
- Sponsor EIN: 770035994
- Sponsor Address: 3663 E WAWONA AVE., FRESNO, CA, 93725
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 176 | $11.2M | $416,479 | $556,986 |
| 2023 | 176 | $9.3M | $380,489 | $531,177 |
| 2022 | 176 | $7.6M | $337,613 | $448,709 |
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 |
|---|---|---|---|---|
| PINION WEALTH MANAGEMENT, LLC | INVESTMENT ADVISORY | $29,667 | — | $29,667 |
| ROUSH INVESTMENTS, LLC | INVESTMENT MANAGER | $27,044 | — | $27,044 |
| APS - PENTEGRA | TPA | $14,382 | — | $14,382 |
| PROACCOUNT | INVESTMENT ADVISORY | $12,056 | — | $12,056 |
| PENTEGRA SERVICES INC | TPA | $5,151 | — | $5,151 |
| PLANCHEC(K) CPA'S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PINION WEALTH MANAGEMENT, LLC — INVESTMENT ADVISORY
- APS - PENTEGRA — TPA
- PROACCOUNT — INVESTMENT ADVISORY
- PLANCHEC(K) CPA'S LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,300
- Estimated Expense Ratio: 0.787% 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 | $95,079 | — | $95,079 | — | — |
| 2023 | $96,334 | — | $96,334 | — | — |
| 2022 | $89,001 | — | $89,001 | — | — |