Plan Snapshot
- Plan Sponsor: S & S Tool And Supply Company
- Sponsor EIN: 942889955
- Sponsor Address: 2700 MAXWELL WAY, FAIRFIELD, CA, 945349708
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $19.8M
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 | 355 | $19.8M | $203,851 | $1.3M |
| 2023 | 284 | $17.1M | $226,877 | $1.3M |
| 2022 | 345 | $13.8M | $146,831 | $1.2M |
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 P.C. | 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 | $105,600 | $3,225 | $102,375 | — | — |
| 2023 | $111,341 | — | $111,341 | — | — |
| 2022 | $95,902 | — | $95,902 | — | — |