Plan Snapshot
- Plan Sponsor: Mariani Packing Company, INC.
- Sponsor EIN: 942830833
- Sponsor Address: 500 CROCKER DRIVE, VACAVILLE, CA, 95688
- Plan Type: 401(k)
- Total Participants: 413
- Total Assets: $26.4M
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 | 413 | $26.4M | $273,390 | $1.8M |
| 2023 | 442 | $25.6M | $245,730 | $1.7M |
| 2022 | 500 | $21.8M | $232,480 | $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 | $132,939 | — | $132,939 |
| RESOURCES INVESTMENT ADVISORS INC | INVESTMENT ADVISORY | — | $62,962 | $62,962 |
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS INC — INVESTMENT ADVISORY
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,901
- Estimated Expense Ratio: 0.742% 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 | $132,939 | — | $132,939 | — | — |
| 2023 | $120,257 | — | $120,257 | — | — |
| 2022 | $113,304 | — | $113,304 | — | — |