Plan Snapshot
- Plan Sponsor: Avocado Green Brands, LLC
- Sponsor EIN: 473404723
- Sponsor Address: 701 BURNING TREE ROAD, FULLERTON, CA, 92833
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $5.5M
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 | 390 | $5.5M | $389,085 | $752,111 |
| 2023 | 511 | $4.3M | $429,043 | $890,573 |
| 2022 | 604 | $2.5M | $470,785 | $962,237 |
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 |
|---|---|---|---|---|
| PERLSON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERLSON 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 | $7,776 | — | $7,776 | — | — |
| 2023 | $6,978 | — | $6,978 | — | — |
| 2022 | $5,399 | — | $5,399 | — | — |