Plan Snapshot
- Plan Sponsor: Van Acker Construction Associate
- Sponsor EIN: 680147076
- Sponsor Address: 1060 REDWOOD HIGHWAY, MILL VALLEY, CA, 94941
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $25.6M
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 | 76 | $25.6M | $606,910 | $928,938 |
| 2023 | 75 | $22.2M | $645,236 | $985,288 |
| 2022 | 81 | $18.0M | $632,752 | $1.0M |
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 |
|---|---|---|---|---|
| WMB2 LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,543 | $27,111 | — | — | — |
| 2023 | $27,733 | $26,413 | — | — | — |
| 2022 | $26,342 | — | — | — | — |