Plan Snapshot
- Plan Sponsor: Palecek
- Sponsor EIN: 942312802
- Sponsor Address: 601 PARR BLVD., RICHMOND, CA, 94801
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 234 | $26.2M | $1.3M | $944,178 |
| 2023 | 206 | $22.9M | $2.0M | $816,680 |
| 2022 | 239 | $17.8M | $862,934 | $738,109 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $48,099 | — | $48,099 |
| SILICON VALLEY ACCOU | CONSULTANT | $15,400 | — | $15,400 |
| PURSHE KAPLAN STERLING INV | ADVISOR | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PURSHE KAPLAN STERLING INV — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,499
- Estimated Expense Ratio: 0.261% 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 | $70,166 | $6,667 | — | — | — |
| 2023 | $27,092 | — | — | — | — |
| 2022 | $15,950 | — | — | — | — |