Plan Snapshot
- Plan Sponsor: Judy Madrigal & Associates
- Sponsor EIN: 943140443
- Sponsor Address: 2000 ALAMEDA DE LAS PULGAS, SAN MATEO, CA, 94403
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $21.1M
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 | 212 | $21.1M | $717,809 | $997,392 |
| 2023 | 193 | $20.2M | $573,514 | $910,654 |
| 2022 | 187 | $17.3M | $558,973 | $979,590 |
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 |
|---|---|---|---|---|
| ALMICH AND ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALMICH AND ASSOCIATES — 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 | $223,050 | $2,315 | $220,735 | — | — |
| 2023 | $153,065 | — | $153,065 | — | — |
| 2022 | $167,469 | $136,506 | $30,963 | — | — |