# V. Sangiacomo & Sons 401(k) Plan
Source: https://planprovider.pro/companies/v-sangiacomo-sons-401k-plan

> V. Sangiacomo & Sons's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** V. Sangiacomo & Sons

- **Sponsor EIN:** 941162486

- **Sponsor Address:** 21543 BROADWAY PO BOX 324, SONOMA, CA, 95476

- **Plan Type:** 401(k)

- **Total Participants:** 155

- **Total Assets:** $12.8M

## 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|155|$12.8M|$296,659|$557,227|

| 2023|130|$11.6M|$258,877|$484,422|

| 2022|126|$9.9M|$225,649|$443,546|

## 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|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$41,200|—|$41,200|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$22,112|—|$22,112|

| PISENTI & BRINKER LLP|AUDITOR|$15,000|—|$15,000|

| KOSMATKA DONNELLY & CO., LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,312

- **Estimated Expense Ratio:** 0.611% 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|$78,312|$56,200|—|—|—|

| 2023|$96,750|$65,356|—|—|—|

| 2022|$100,953|$88,082|$12,871|—|—|

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