Plan Snapshot
- Plan Sponsor: Rosendin Electric
- Sponsor EIN: 941242813
- Sponsor Address: 2777 ORCHARD PARKWAY, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Total Participants: 2,243
- Total Assets: $188.8M
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 | 2,243 | $188.8M | $3.2M | $16.6M |
| 2023 | 1,975 | $154.8M | $3.1M | $14.4M |
| 2022 | 1,866 | $121.9M | $2.8M | $12.9M |
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 |
|---|---|---|---|---|
| ABBOTT, STRINGHAM & LYNCH | 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 | $59,305 | $96,678 | $300 | — | — |
| 2023 | $81,434 | $72,460 | $900 | — | — |
| 2022 | $114,339 | $73,984 | — | — | — |