Plan Snapshot
- Plan Sponsor: Southgate Glass & Screen
- Sponsor EIN: 680384486
- Sponsor Address: 6199 WAREHOUSE WAY, SACRAMENTO, CA, 95826
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $5.0M
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 | 242 | $5.0M | $241,018 | $526,521 |
| 2023 | 196 | $4.5M | $197,453 | $400,804 |
| 2022 | 191 | $3.3M | $213,252 | $412,635 |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | 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 | $29,153 | $22,887 | — | — | — |
| 2023 | $18,794 | — | $18,794 | — | — |
| 2022 | $17,754 | $15,805 | $1,949 | — | — |