Plan Snapshot
- Plan Sponsor: Arden Group, INC.
- Sponsor EIN: 953163136
- Sponsor Address: 13833 FREEWAY DRIVE, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $80.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 166 | $80.3M | $695,852 | $1.3M |
| 2023 | 169 | $75.3M | $904,567 | $1.4M |
| 2022 | 204 | $62.0M | $1.2M | $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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | Investment Advisor | $31,998 | — | $31,998 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $8,614 | — | $8,614 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,612
- Estimated Expense Ratio: 0.051% 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 | $40,612 | $31,998 | — | — | — |
| 2023 | $39,812 | $32,000 | — | — | — |
| 2022 | $48,604 | — | $48,604 | — | — |