Plan Snapshot
- Plan Sponsor: South Tahoe Refuse Co., INC.
- Sponsor EIN: 941628580
- Sponsor Address: 2140 RUTH AVENUE, SOUTH LAKE TAHOE, CA, 96150
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 153 | $22.9M | $943,466 | $393,796 |
| 2023 | 149 | $20.2M | $858,295 | $356,063 |
| 2022 | 145 | $17.9M | $829,552 | $348,881 |
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 |
|---|---|---|---|---|
| ALBRIGHT & ASSOCIATES, LTD | 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 | $65,588 | $10,367 | $55,221 | — | — |
| 2023 | $54,461 | $9,071 | $38,010 | — | — |
| 2022 | $45,973 | $4,181 | $41,792 | — | — |