Plan Snapshot
- Plan Sponsor: So. Cal. Sandbags, INC.
- Sponsor EIN: 330649970
- Sponsor Address: 12620 BOSLEY LANE, CORONA, CA, 92883
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $4.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $4.9M | $425,850 | $188,899 |
| 2023 | 116 | $3.9M | $494,539 | $197,878 |
| 2022 | 125 | $2.9M | $468,186 | $148,908 |
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 |
|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $21,296 | — | $21,296 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $15,500 | — | $15,500 |
| ECONOMIC GROUP PENSION SERVICES | CONTRACT ADMIN | $2,139 | $7,754 | $9,893 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $7,033 | — | $7,033 |
| SWENSON CORPORATION | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWENSON CORPORATION — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,722
- Estimated Expense Ratio: 1.100% 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 | $25,316 | — | — | — | — |
| 2023 | $21,346 | — | — | — | — |
| 2022 | $21,363 | — | — | — | — |