Plan Snapshot
- Plan Sponsor: Veteran Pipeline Construction INC.
- Sponsor EIN: 272556492
- Sponsor Address: 2880 GATEWAY OAKS DRIVE, SUITE 150, SACRAMENTO, CA, 95833
- Plan Type: 401(k)
- Total Participants: 471
- Total Assets: $14.7M
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 | 471 | $14.7M | $653,916 | $1.4M |
| 2023 | 463 | $11.8M | $539,350 | $1.1M |
| 2022 | 418 | $8.5M | $861,229 | $988,129 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | INVESTMENT ADVISORY | $23,501 | $6 | $23,507 |
| PRINCIPLE LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $21,091 | — | $21,091 |
| RAYMOND JAMES INSURANCE GROUP INC | OTHER SERVICES | — | $7,166 | $7,166 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — INVESTMENT ADVISORY
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,764
- Estimated Expense Ratio: 0.353% 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 | $44,977 | $23,505 | $21,472 | — | — |
| 2023 | $38,597 | — | $38,597 | — | — |
| 2022 | $27,656 | $1,010 | — | — | $26,646 |