Plan Snapshot
- Plan Sponsor: Amy'S Kitchen, INC.
- Sponsor EIN: 680154899
- Sponsor Address: 109 KENTUCKY STREET, PETALUMA, CA, 94952
- Plan Type: 401(k)
- Total Participants: 2,037
- Total Assets: $158.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,037 | $158.8M | $4.7M | $9.2M |
| 2023 | 2,256 | $141.1M | $4.9M | $9.3M |
| 2022 | 2,573 | $123.0M | $4.8M | $9.5M |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | $22,470 | — | $22,470 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,470
- Estimated Expense Ratio: 0.014% 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 | $308,437 | $43,750 | — | $22,470 | — |
| 2023 | $277,529 | $46,250 | — | $18,714 | — |
| 2022 | $342,555 | $45,000 | — | — | $15,087 |