# Ruggeri-Jensen-Azar 401(k) Plan
Source: https://planprovider.pro/companies/ruggeri-jensen-azar-plan

> Ruggeri-Jensen-Azar's 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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