# Weintraub Tobin Chediak Coleman Gro 401(k) Plan
Source: https://planprovider.pro/companies/weintraub-tobin-chediak-coleman-gro-401k-plan

> Weintraub Tobin Chediak Coleman Gro's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weintraub Tobin Chediak Coleman Gro

- **Sponsor EIN:** 680231351

- **Sponsor Address:** 400 CAPITOL MALL, 11TH FLOOR, SACRAMENTO, CA, 95814

- **Plan Type:** 401(k)

- **Total Participants:** 168

- **Total Assets:** $60.0M

## 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|168|$60.0M|$2,300|$1.8M|

| 2023|166|$57.9M|$1.5M|$1.7M|

| 2022|152|$51.8M|$1.4M|$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|

| CAMPBELL TAYLOR WASHBURN|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|$118,612|—|$118,612|—|—|

| 2023|$125,875|$31,892|—|—|—|

| 2022|$113,596|$43,193|$70,403|—|—|

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