Plan Snapshot
- Plan Sponsor: Afresh Technologies INC
- Sponsor EIN: 822003854
- Sponsor Address: 490 43RD STREET #121, OAKLAND, CA, 94609
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 163
- Total Assets: $15.3M
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. |
|---|---|---|---|---|
| 2025 | 163 | $15.3M | $0 | $0 |
| 2024 | 91 | $12.3M | $975,769 | $2.1M |
| 2023 | 147 | $11.4M | $1.1M | $2.6M |
| 2022 | 165 | $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 INVESTMENTS, LLC | Custodian / Trustee | $14,194 | — | $14,194 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,194
- Estimated Expense Ratio: 0.093% 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 |
|---|---|---|---|---|---|
| 2025 | $1,689,753 | $14,194 | — | — | — |
| 2024 | $12,212 | $9,524 | — | — | — |
| 2023 | $8,586 | $6,870 | — | — | — |
| 2022 | $199,252 | — | — | — | — |