Plan Snapshot
- Plan Sponsor: San Joaquin Refining Company, INC.
- Sponsor EIN: 953341023
- Sponsor Address: PO BOX 5576, BAKERSFIELD, CA, 93388
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $36.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 131 | $36.2M | $439,451 | $923,379 |
| 2023 | 124 | $32.6M | $439,484 | $858,293 |
| 2022 | 126 | $29.6M | $442,372 | $821,282 |
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 |
|---|---|---|---|---|
| BARBICH HOOPER KING DILL HOFFMAN | 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 | $43,666 | $34,561 | $8,270 | — | — |
| 2023 | $39,228 | $29,298 | $3,060 | — | — |
| 2022 | $32,764 | — | $32,764 | — | — |