Plan Snapshot
- Plan Sponsor: Aspire Bakeries LLC
- Sponsor EIN: 942536513
- Sponsor Address: 6701 CENTER DR W, LOS ANGELES, CA, 900451535
- Plan Type: 401(k)
- Total Participants: 2,569
- Total Assets: $168.2M
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 | 2,569 | $168.2M | $4.6M | $8.3M |
| 2023 | 2,377 | $155.3M | $4.6M | $8.1M |
| 2022 | 2,758 | $137.2M | $4.4M | $7.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $268,873 | $5,843 | $274,716 |
| SAGEVIEW ADVISORY GROUP | INVESTMENT ADVISORY | — | $73,125 | $73,125 |
| MOSS ADAMS LLP | ACCOUNTANT | — | $27,300 | $27,300 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — INVESTMENT ADVISORY
- MOSS ADAMS LLP — ACCOUNTANT
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $375,141
- Estimated Expense Ratio: 0.223% 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 | $268,874 | — | $268,874 | — | — |
| 2023 | $242,877 | — | $242,877 | — | — |
| 2022 | $273,578 | — | $273,578 | — | — |