Plan Snapshot
- Plan Sponsor: Allana Buick & Bers, INC.
- Sponsor EIN: 770380827
- Sponsor Address: 990 COMMERCIAL STREET, PALO ALTO, CA, 94303
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $19.0M
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 | 234 | $19.0M | $552,611 | $1.5M |
| 2023 | 202 | $16.7M | $512,485 | $1.4M |
| 2022 | 201 | $14.8M | $494,121 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,576 | — | $25,576 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $15,930 | — | $15,930 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $7,020 | — | $7,020 |
| YULISHANA, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- YULISHANA, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,526
- Estimated Expense Ratio: 0.255% 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 | $48,526 | $22,950 | — | — | — |
| 2023 | $105,952 | $33,514 | $11,000 | — | — |
| 2022 | $105,581 | $34,718 | $57,163 | — | $13,700 |