Plan Snapshot
- Plan Sponsor: Teichert, INC.
- Sponsor EIN: 940919260
- Sponsor Address: 3500 AMERICAN RIVER DRIVE, SACRAMENTO, CA, 95864
- Plan Type: 401(k)
- Plan Number: 040
- Total Participants: 2,947
- Total Assets: $236.4M
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 | 2,947 | $236.4M | $3.2M | $13.0M |
| 2023 | 2,627 | $227.1M | $2.9M | $11.5M |
| 2022 | 2,777 | $200.8M | $2.3M | $9.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $137,779 | — | $137,779 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,779
- Estimated Expense Ratio: 0.058% 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 | $137,779 | — | — | — | — |
| 2023 | $130,080 | $13,750 | $67,972 | — | — |
| 2022 | $165,801 | — | $109,501 | — | $55,000 |