# Palecek 401(k) Plan
Source: https://planprovider.pro/companies/palecek-401k-plan

> Palecek's 401(k) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PURSHE KAPLAN STERLING INV](https://planprovider.pro/provider/fortem-financial-group-llc) — 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|—|—|—|—|

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

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