Plan Snapshot
- Plan Sponsor: Amigo Baby INC
- Sponsor EIN: 141907979
- Sponsor Address: PO BOX 6757, THOUSAND OAKS, CA, 91359
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $7.6M
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 | 220 | $7.6M | $380,172 | $670,967 |
| 2023 | 123 | $5.9M | $253,152 | $540,352 |
| 2022 | 87 | $4.5M | $184,331 | $397,818 |
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 |
|---|---|---|---|---|
| BARTLETT, PRINGLE AND WOLF, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,850 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |