Plan Snapshot
- Plan Sponsor: Van Beurden Insurance Services, INC.
- Sponsor EIN: 941681804
- Sponsor Address: 1600 DRAPER ST, KINGSBURG, CA, 936311911
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $17.0M
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. |
|---|---|---|---|---|
| 2025 | 93 | $17.0M | $60,893 | $361,120 |
| 2024 | 97 | $17.5M | $58,067 | $346,552 |
| 2023 | 55 | $16.4M | $56,101 | $319,407 |
| 2022 | 57 | $15.1M | $79,691 | $406,256 |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP. | Independent 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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | $80,861 | — | $80,861 | — | — |
| 2022 | $95,520 | — | $95,520 | — | — |