Plan Snapshot
- Plan Sponsor: Porter Scott, A Professional Corporation
- Sponsor EIN: 942515991
- Sponsor Address: 350 UNIVERSITY AVE., STE 200, SACRAMENTO, CA, 95825
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $23.8M | $495,672 | $801,998 |
| 2023 | 86 | $20.3M | $232,730 | $718,415 |
| 2022 | 83 | $17.8M | $624,974 | $595,534 |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,151 | $10,680 | $50,471 | — | — |
| 2023 | $63,607 | $10,106 | $53,501 | — | — |
| 2022 | $58,015 | — | $58,015 | — | — |