Plan Snapshot
- Plan Sponsor: Athletics Investment Group LLC Dba Oakland Athletics Baseball Company
- Sponsor EIN: 943232189
- Sponsor Address: 7000 COLISEUM WAY, OAKLAND, CA, 94621
- Plan Type: 401(k)
- Total Participants: 1,000
- Total Assets: $40.1M
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 | 1,000 | $40.1M | $2.1M | $2.0M |
| 2023 | 1,513 | $35.4M | $1.5M | $2.0M |
| 2022 | 1,440 | $28.1M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
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 | $71,791 | $6,781 | — | — | — |
| 2023 | $59,925 | $5,010 | — | — | — |
| 2022 | $72,629 | — | — | — | — |