Plan Snapshot
- Plan Sponsor: Anita'S Mexican Foods Corp.
- Sponsor EIN: 953276595
- Sponsor Address: 3454 N. MIKE DALEY DR., SAN BERNARDINO, CA, 92407
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $1.9M
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 | 379 | $1.9M | $87,211 | $456,724 |
| 2023 | 392 | $1.5M | $88,928 | $482,330 |
| 2022 | 490 | $1.0M | $97,502 | $521,343 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | Recordkeeper | $24,271 | — | $24,271 |
| NOVA 401(K) ASSOCIATES | Recordkeeper | $5,128 | — | $5,128 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,399
- Estimated Expense Ratio: 1.512% 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 | $29,399 | — | $29,399 | — | — |
| 2023 | $36,693 | — | $36,693 | — | — |
| 2022 | $21,325 | — | $21,325 | — | — |