Plan Snapshot
- Plan Sponsor: Macias Gini & O'Connell LLP
- Sponsor EIN: 680300457
- Sponsor Address: 500 CAPITOL MALL, SUITE 2200, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 462
- Total Assets: $57.1M
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 | 462 | $57.1M | $1.6M | $4.8M |
| 2023 | 484 | $46.7M | $941,665 | $4.8M |
| 2022 | 435 | $35.1M | $726,055 | $4.0M |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
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 | $94,001 | $24,266 | — | — | — |
| 2023 | $61,143 | $9,680 | — | — | — |
| 2022 | $54,295 | — | — | — | — |