Plan Snapshot
- Plan Sponsor: 99 Cents Only Stores LLC
- Sponsor EIN: 952411605
- Sponsor Address: 4000 UNION PACIFIC AVE, CITY OF COMMERCE, CA, 90023
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $3.4M
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 | 0 | $3.4M | $1.2M | $3.0M |
| 2023 | 10,333 | $72.5M | $2.4M | $5.7M |
| 2022 | 11,030 | $64.1M | $2.6M | $6.2M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $5,690 | — | $5,690 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $5,690
- Estimated Expense Ratio: 0.170% 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 | $109,144 | $51,497 | — | $5,690 | — |
| 2023 | $157,683 | $64,437 | — | $20,120 | — |
| 2022 | $189,164 | — | — | — | — |