Plan Snapshot
- Plan Sponsor: Stearns, Conrad & Schmidt, Consulting Engineers,
- Sponsor EIN: 540913440
- Sponsor Address: 3900 KILROY AIRPORT WAY, SUITE 100, LONG BEACH, CA, 90806
- Plan Type: 401(k)
- Total Participants: 1,299
- Total Assets: $163.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,299 | $163.5M | $1.1M | $10.5M |
| 2023 | 1,218 | $136.4M | $998,307 | $9.2M |
| 2022 | 1,087 | $109.7M | $881,391 | $7.8M |
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 |
|---|---|---|---|---|
| GELMAN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GELMAN LLP — Auditor
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 | $52,062 | $22,048 | — | — | — |
| 2023 | $52,251 | $27,206 | $600 | — | — |
| 2022 | $55,919 | $24,884 | — | — | — |