Plan Snapshot
- Plan Sponsor: San Joaquin Valley College, INC.
- Sponsor EIN: 942589126
- Sponsor Address: 3828 W CALDWELL AVE., VISALIA, CA, 93277
- Plan Type: 401(k)
- Total Participants: 2,279
- Total Assets: $60.2M
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 | 2,279 | $60.2M | $1.6M | $8.5M |
| 2023 | 2,083 | $46.7M | $1.3M | $7.3M |
| 2022 | 1,899 | $34.9M | $1.2M | $6.7M |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS LLP — Auditor
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 | $91,901 | — | $91,901 | — | — |
| 2023 | $74,727 | — | $74,727 | — | — |
| 2022 | $133,442 | — | $133,442 | — | — |