Plan Snapshot
- Plan Sponsor: Meyers Nave, A Professional Corporation
- Sponsor EIN: 943050358
- Sponsor Address: 1999 HARRISON STREET, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $24.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 75 | $24.2M | $0 | $870,552 |
| 2023 | 72 | $24.2M | $434,166 | $886,191 |
| 2022 | 81 | $20.8M | $600,000 | $852,051 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $53,184 | $33,966 | $840 | — | — |
| 2023 | $57,899 | $37,827 | $215 | — | — |
| 2022 | $56,542 | $38,493 | $10,749 | — | $7,300 |