Plan Snapshot
- Plan Sponsor: Van De Pol Enterprises, INC.
- Sponsor EIN: 942428381
- Sponsor Address: 4895 SOUTH AIRPORT WAY, STOCKTON, CA, 95206
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $25.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 439 | $25.4M | $963,277 | $1.9M |
| 2023 | 407 | $21.6M | $948,938 | $1.9M |
| 2022 | 375 | $17.0M | $873,381 | $1.7M |
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 |
|---|---|---|---|---|
| T. ROWE PRICE | Recordkeeper | $56,918 | — | $56,918 |
| TRANSAMERICA FINANCIAL LIFE INSURAN | Recordkeeper | $56,713 | — | $56,713 |
| ADMINISTRATIVE GROUP, LLC DBA TAG | Recordkeeper | $10,865 | — | $10,865 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — Recordkeeper
- ADMINISTRATIVE GROUP, LLC DBA TAG — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,496
- Estimated Expense Ratio: 0.491% 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 | $124,481 | — | $124,481 | — | — |
| 2023 | $197,160 | — | — | — | — |
| 2022 | $171,447 | — | $171,447 | — | — |