Plan Snapshot
- Plan Sponsor: Shn Consulting Engineers & Geologists INC
- Sponsor EIN: 942571944
- Sponsor Address: 812 WEST WABASH AVENUE, EUREKA, CA, 955012138
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $15.4M | $294,298 | $655,578 |
| 2023 | 106 | $14.0M | $260,878 | $566,804 |
| 2022 | 109 | $11.5M | $248,348 | $548,371 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $80,675 | $78,675 | $2,000 | — | — |
| 2023 | $68,463 | $66,763 | $1,700 | — | — |
| 2022 | $69,954 | $68,379 | — | — | $1,575 |