Plan Snapshot
- Plan Sponsor: Teamwork Human Resources, INC.
- Sponsor EIN: 680482464
- Sponsor Address: 915 MISTLETOE LANE, REDDING, CA, 96002
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $9.1M
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 | 424 | $9.1M | $265,596 | $675,786 |
| 2023 | 429 | $8.0M | $287,055 | $647,628 |
| 2022 | 517 | $6.6M | $284,515 | $520,449 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $47,487 | — | $47,487 |
| LPL FINANCIAL CORPORATION | INVESTMENT ADVISORY-PLAN | $37,457 | — | $37,457 |
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,944
- Estimated Expense Ratio: 0.936% 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 | $84,944 | $37,457 | — | — | — |
| 2023 | $76,267 | $33,890 | — | — | — |
| 2022 | $30,486 | $1,624 | — | — | — |