# Norcal Rental Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/norcal-rental-group-llc-401k-plan

> Norcal Rental Group LLC's 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Norcal Rental Group LLC

- **Sponsor EIN:** 943263537

- **Sponsor Address:** 318 STEALTH COURT, LIVERMORE, CA, 94551

- **Plan Type:** 401(k)

- **Total Participants:** 206

- **Total Assets:** $22.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|206|$22.2M|$404,817|$1.2M|

| 2023|199|$19.3M|$378,505|$1.2M|

| 2022|188|$15.4M|$324,255|$994,445|

## 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|

| KESTRA INVESTMENT SERVICES|BROKER / ADVISER|—|$37,244|$37,244|

| EMPOWER RETIREMENT ADVISORY SERVICE|INVESTMENT MGMT|$32,950|—|$32,950|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$18,705|—|$18,705|

| CALIFORNIA RETIREMENT PLANS, INC.|TPA|$5,750|$5,000|$10,750|

| BFBA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BFBA, LLP](https://planprovider.pro/provider/bfba-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,649

- **Estimated Expense Ratio:** 0.449% 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|$57,405|$50,415|—|—|—|

| 2023|$44,250|$37,516|—|—|—|

| 2022|$45,160|$40,340|—|—|$4,820|

## Similar Plans

- [Star Waggons, INC.](https://planprovider.pro/companies/star-waggons-inc-401k-plan) — 392 participants

- [Auto-Chlor System Of Washington, INC.](https://planprovider.pro/companies/auto-chlor-system-of-washington-inc-plan) — 942 participants

- [National Construction Rentals, INC.](https://planprovider.pro/companies/national-construction-rentals-inc-401k-plan) — 976 participants

- [Mcgrath Rentcorp](https://planprovider.pro/companies/mcgrath-rentcorp-401k-plan) — 1,237 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/norcal-rental-group-llc-401k-plan)

© 2026 PlanProvider.Pro