# Plant/Allison Corporation DC Plan
Source: https://planprovider.pro/companies/plant-allison-corporation-plan-001

> Plant/Allison Corporation's DC plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HOOD & STRONG LLP](https://planprovider.pro/provider/hood-and-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|—|—|

## Similar Plans

- [Skyline Construction Enterprises, INC.](https://planprovider.pro/companies/skyline-construction-enterprises-inc-plan-002) — 326 participants

- [Devcon Construction Incorporated](https://planprovider.pro/companies/devcon-construction-incorporated-plan) — 327 participants

- [Kprs Construction](https://planprovider.pro/companies/kprs-construction-401k-plan) — 330 participants

- [Environmental Chemical Corp.](https://planprovider.pro/companies/environmental-chemical-corp-401k-plan) — 339 participants

- [Bernards Bros. INC.](https://planprovider.pro/companies/bernards-bros-inc-401k-plan) — 352 participants

- [Hathaway Dinwiddie Construction Company](https://planprovider.pro/companies/hathaway-dinwiddie-construction-company-401k-plan) — 359 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plant-allison-corporation-plan-001)

© 2026 PlanProvider.Pro