Plan Snapshot
- Plan Sponsor: Ruggeri-Jensen-Azar
- Sponsor EIN: 770404780
- Sponsor Address: 4690 CHABOT DRIVE SUITE 200, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $41.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $41.3M | $604,967 | $794,540 |
| 2023 | 102 | $36.0M | $675,250 | $755,139 |
| 2022 | 95 | $30.1M | $642,033 | $715,682 |
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 |
|---|---|---|---|---|
| CBIZ CPAS | 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 | $123,398 | — | $123,298 | — | — |
| 2023 | $104,159 | — | $104,109 | — | — |
| 2022 | $102,194 | — | — | — | — |