Plan Snapshot
- Plan Sponsor: M Bar C Construction, INC.
- Sponsor EIN: 203171392
- Sponsor Address: 1770 LA COSTA MEADOWS DRIVE, SAN MARCOS, CA, 92078
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $12.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 207 | $12.9M | $813,801 | $824,083 |
| 2023 | 183 | $10.6M | $634,043 | $676,994 |
| 2022 | 132 | $8.8M | $616,257 | $681,538 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $25,673 | — | $25,673 |
| ECONOMIC GROUP PENSION SERVICES | Other Service Provider | $10,187 | — | $10,187 |
| CAPITAL GROUP RETIREMENT PLAN SERV | Recordkeeper | $7,568 | — | $7,568 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,428
- Estimated Expense Ratio: 0.337% 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 | $34,991 | — | $34,991 | — | — |
| 2023 | $29,342 | — | — | — | — |
| 2022 | $28,103 | — | $28,103 | — | — |