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: 430
- Total Assets: $18.1M
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 | 430 | $18.1M | $367,148 | $1.4M |
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 INVESTOR SERVICES | SERVICE PROVIDER | — | $136,983 | $136,983 |
| MUTUAL OF OMAHA | INVESTMENT COMPANY | $40,229 | — | $40,229 |
| FINCH, ROWLAND & SHOOPMAN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MUTUAL OF OMAHA INVESTOR SERVICES — SERVICE PROVIDER
- FINCH, ROWLAND & SHOOPMAN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,212
- Estimated Expense Ratio: 0.980% 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 | $40,229 | — | — | — | — |