Plan Snapshot
- Plan Sponsor: Mullen & Filippi, LLP
- Sponsor EIN: 941125789
- Sponsor Address: 1435 RIVER PARK DRIVE, SUITE 300, SACRAMENTO, CA, 95815
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $20.5M
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 | 126 | $20.5M | $199,506 | $1.1M |
| 2023 | 124 | $18.3M | $9,132 | $854,616 |
| 2022 | 120 | $18.4M | $238,076 | $893,772 |
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 |
|---|---|---|---|---|
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILBERT CPAS — Auditor
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 | $52,751 | $39,026 | $13,725 | — | — |
| 2023 | $57,327 | $40,243 | $17,084 | — | — |
| 2022 | $59,029 | $47,334 | $11,695 | — | — |