Plan Snapshot
- Plan Sponsor: Tejon Ranchcorp
- Sponsor EIN: 951288160
- Sponsor Address: 4436 LEBEC ROAD, LEBEC, CA, 93243
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $12.5M
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 | 93 | $12.5M | $139,415 | $528,687 |
| 2023 | 90 | $11.6M | $0 | $571,714 |
| 2022 | 90 | $10.9M | $135,489 | $480,687 |
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 |
|---|---|---|---|---|
| DANIELLS, PHILLIPS, VAUGHAN & BOCK | Independent Auditor | $6,845 | — | $6,845 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELLS, PHILLIPS, VAUGHAN & BOCK — Independent Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,845
- Estimated Expense Ratio: 0.055% 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 | $7,651 | — | — | $6,845 | — |
| 2023 | $4,006 | — | — | $3,000 | — |
| 2022 | $12,324 | — | $12,324 | — | — |