Plan Snapshot
- Plan Sponsor: Vander-Bend Manufacturing, INC
- Sponsor EIN: 823755090
- Sponsor Address: 2701 ORCHARD PKWY, SAN JOSE, CA, 951342008
- Plan Type: 401(k)
- Total Participants: 828
- Total Assets: $33.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 828 | $33.4M | $327,698 | $3.1M |
| 2023 | 942 | $27.9M | $304,384 | $2.6M |
| 2022 | 930 | $23.9M | $275,626 | $2.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $155,740 | — | $155,740 | — | — |
| 2023 | $111,969 | $62,956 | — | — | — |
| 2022 | $114,289 | $45,057 | $57,574 | — | $11,563 |