Plan Snapshot
- Plan Sponsor: Maass Corporation Spc
- Sponsor EIN: 680168977
- Sponsor Address: 1721 DITTY AVENUE, SANTA ROSA, CA, 95403
- Plan Type: 401(k)
- Total Participants: 662
- Total Assets: $31.2M
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 | 662 | $31.2M | $874,439 | $1.8M |
| 2023 | 652 | $28.1M | $820,714 | $1.7M |
| 2022 | 591 | $24.9M | $743,041 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $122,423 | — | $122,423 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISORY | — | $34,588 | $34,588 |
| COMYNS SMITH MCCLEARY & DEAVER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,011
- Estimated Expense Ratio: 0.503% 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 | $122,424 | — | $122,424 | — | — |
| 2023 | $122,368 | — | $122,368 | — | — |
| 2022 | $120,006 | — | $120,006 | — | — |