Plan Snapshot
- Plan Sponsor: Villara Corporation
- Sponsor EIN: 941343912
- Sponsor Address: 4700 LANG AVENUE, MCCLELLAN, CA, 95652
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 849
- Total Assets: $31.8M
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. |
|---|---|---|---|---|
| 2024 | 849 | $31.8M | $551,045 | $2.7M |
| 2023 | 861 | $29.8M | $445,184 | $2.4M |
| 2022 | 872 | $25.2M | $509,710 | $2.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $84,394 | — | $84,394 |
| CAPITAL PLANNING ADVISORS LLC | Investment Advisor | $73,320 | — | $73,320 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $47,538 | — | $47,538 |
| 401K SAFE 3(16) | Other Service Provider | $26,232 | — | $26,232 |
| MILLER, KAPLAN, ARASE LLP | Auditor | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER, KAPLAN, ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $244,984
- Estimated Expense Ratio: 0.771% 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 | $244,984 | $120,858 | — | $13,500 | — |
| 2023 | $235,583 | $100,512 | — | $13,000 | — |
| 2022 | $147,794 | $106,028 | $57,853 | — | — |