Plan Snapshot
- Plan Sponsor: West Coast Code Consultants INC.
- Sponsor EIN: 204707579
- Sponsor Address: 12647 ALCOSTA BOULEVARD, SAN RAMON, CA, 94583
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 102 | $18.9M | $1.0M | $852,096 |
| 2023 | 110 | $15.8M | $1.1M | $851,745 |
| 2022 | 115 | $12.6M | $1.1M | $838,757 |
| 2021 | 108 | $13.4M | $0 | $0 |
| 2020 | 104 | $11.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS | SERVICE PROVIDER | $32,268 | — | $32,268 |
| THE VANGUARD GROUP, INC. | SERVICE PROVIDER | $8,478 | — | $8,478 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — SERVICE PROVIDER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,746
- Estimated Expense Ratio: 0.215% 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 | $38,161 | — | $38,161 | — | — |
| 2023 | $45,782 | — | $45,782 | — | — |
| 2022 | $41,320 | — | $41,320 | — | — |
| 2021 | $37,169 | — | $37,169 | — | — |
| 2020 | $25,900 | $23,910 | $1,990 | — | — |