Plan Snapshot
- Plan Sponsor: Total Industries
- Sponsor EIN: 943262562
- Sponsor Address: 6999 SOUTHFRONT ROAD, LIVERMORE, CA, 94551
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 213 | $20.2M | $741,370 | $1.6M |
| 2023 | 246 | $17.9M | $711,644 | $1.5M |
| 2022 | 291 | $15.2M | $579,804 | $1.3M |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $40,241 | — | $40,241 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,281 | — | $5,281 |
| LAVINE, LOFGREN, MORRIS & ENGELBERG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,522
- Estimated Expense Ratio: 0.225% 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 | $12,834 | $45,522 | — | — | — |
| 2023 | $12,916 | $38,934 | — | — | — |
| 2022 | $7,145 | $2,038 | — | — | — |