Plan Snapshot
- Plan Sponsor: S.B.C.C., INC.
- Sponsor EIN: 770336472
- Sponsor Address: 1711 DELL AVENUE, CAMPBELL, CA, 95008
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $15.2M
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 | 68 | $15.2M | $362,247 | $810,814 |
| 2023 | 83 | $14.3M | $575,876 | $830,316 |
| 2022 | 80 | $10.2M | $510,605 | $866,827 |
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 |
|---|---|---|---|---|
| SLOY, DAHL, & HOLST | INVESTMENT ADVISOR | $92,793 | — | $92,793 |
| SPECTRUM PENSION CONSULTANTS, INC. | RECORDKEEPER | $33,998 | — | $33,998 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLOY, DAHL, & HOLST — INVESTMENT ADVISOR
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,791
- Estimated Expense Ratio: 0.836% 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 | $126,791 | $92,793 | — | — | — |
| 2023 | $113,596 | $83,257 | $30,339 | — | — |
| 2022 | $127,234 | $93,477 | $33,757 | — | — |