Plan Snapshot
- Plan Sponsor: Plant/Allison Corporation
- Sponsor EIN: 010611050
- Sponsor Address: 300 NEWHALL STREET, SAN FRANCISCO, CA, 94124
- Plan Type: DC
- Total Participants: 123
- Total Assets: $60.3M
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 | 123 | $60.3M | $1.6M | $1.7M |
| 2023 | 111 | $51.1M | $1.8M | $1.7M |
| 2022 | 110 | $46.1M | $1.9M | $1.6M |
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 |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | NONE | $45,000 | — | $45,000 |
| STANCORP FINANCIAL GROUP | NONE | $41,254 | — | $41,254 |
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- HOOD & STRONG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,254
- Estimated Expense Ratio: 0.143% 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 | $62,529 | — | $62,529 | — | — |
| 2023 | $22,105 | — | $22,105 | — | — |
| 2022 | $2,272 | — | $2,272 | — | — |