Plan Snapshot
- Plan Sponsor: The Don Chapin Co., INC.
- Sponsor EIN: 942587223
- Sponsor Address: 560 CRAZY HORSE CANYON ROAD, SALINAS, CA, 93907
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $38.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 271 | $38.6M | $2.4M | $905,894 |
| 2023 | 346 | $33.1M | $2.1M | $813,614 |
| 2022 | 222 | $29.0M | $1.6M | $823,123 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | — | $34,935 | $34,935 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | — | $17,480 | $17,480 |
| ECONOMIC GROUP PENSION SERVICES | Recordkeeper | — | $14,548 | $14,548 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,963
- Estimated Expense Ratio: 0.174% 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 | $98,828 | — | $98,828 | — | — |
| 2023 | $73,700 | — | $71,198 | — | — |
| 2022 | $76,586 | — | $76,578 | — | — |