Plan Snapshot
- Plan Sponsor: Stan Boyett & Son, INC.
- Sponsor EIN: 942456460
- Sponsor Address: 601 MCHENRY AVE., MODESTO, CA, 95350
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $11.7M
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 | 94 | $11.7M | $451,085 | $752,772 |
| 2023 | 100 | $10.2M | $395,236 | $701,895 |
| 2022 | 138 | $9.0M | $378,357 | $630,913 |
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 |
|---|---|---|---|---|
| OLIVEIRA WEALTH, LLC | INVESTMENT ADVISORY-PLAN | $21,328 | — | $21,328 |
| PRIEST AMISTADI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIEST AMISTADI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,328
- Estimated Expense Ratio: 0.182% 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 | $36,222 | $21,328 | $14,894 | — | — |
| 2023 | $98,542 | — | $98,542 | — | — |
| 2022 | $66,045 | — | $66,045 | — | — |