Plan Snapshot
- Plan Sponsor: Afresh Technologies INC
- Sponsor EIN: 822003854
- Sponsor Address: 33 NEW MONTGOMERY ST, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $12.3M
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 | 91 | $12.3M | $975,769 | $2.1M |
| 2023 | 147 | $11.4M | $1.1M | $2.6M |
| 2022 | 198 | $6.0M | $936,013 | $2.2M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | Recordkeeper | $11,092 | — | $11,092 |
| BENEFIT TRUST COMPANY | Custodian / Trustee | — | $8,881 | $8,881 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,973
- Estimated Expense Ratio: 0.163% 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 | $12,212 | $9,524 | — | — | — |
| 2023 | $8,586 | $6,870 | — | — | — |
| 2022 | — | — | — | — | — |