Plan Snapshot
- Plan Sponsor: Span Construction & Engineering, INC.
- Sponsor EIN: 942686159
- Sponsor Address: 3353 YEAGER DRIVE, MADERA, CA, 93637
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $11.6M
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. |
|---|---|---|---|---|
| 2023 | 216 | $11.6M | $159,873 | $1.2M |
| 2022 | 195 | $10.4M | $75,000 | $1.1M |
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 |
|---|---|---|---|---|
| MUTUAL OF OMAHA | INVESTMENT COMPANY | $41,062 | — | $41,062 |
| UNITED OF OMAHA | INVESTMENT COMPANY | $14,240 | — | $14,240 |
| FINCH, ROWLAND & SHOOPMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FINCH, ROWLAND & SHOOPMAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,302
- Estimated Expense Ratio: 0.478% 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 |
|---|---|---|---|---|---|
| 2023 | $27,651 | $20,531 | $7,120 | — | — |
| 2022 | $42,785 | $35,230 | $7,555 | — | — |