Plan Snapshot
- Plan Sponsor: Stronghold Engineering, INC.
- Sponsor EIN: 330886845
- Sponsor Address: 1 SOUTH ALMADEN BLVD STE 750, SAN JOSE, CA, 95113
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 140
- Total Assets: $803,813
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $803,813 | $1.6M | $6,919 |
| 2023 | 0 | $344,684 | $1.0M | $0 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS | Other Service Provider | $132,255 | — | $132,255 |
| TRUST MANAGEMENT SERVICES | Other Service Provider | $23,836 | — | $23,836 |
| CIGNA HEALTH & LIFE INSURANCE CO | Other Service Provider | $21,917 | — | $21,917 |
| GLOBAL CARE | Other Service Provider | $10,356 | — | $10,356 |
| UNITED WORKERS WELLNESS | Other Service Provider | $7,471 | — | $7,471 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,835
- Estimated Expense Ratio: 24.363% 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 | $201,533 | — | $175,652 | — | — |
| 2023 | $732,148 | — | — | — | — |