Plan Snapshot
- Plan Sponsor: Bacchus Management Group
- Sponsor EIN: 943356925
- Sponsor Address: P.O. BOX 620442, WOODSIDE, CA, 94062
- Plan Type: 401(k)
- Total Participants: 911
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 911 | $5.0M | $101,486 | $482,334 |
| 2023 | 597 | $4.0M | $177,318 | $393,009 |
| 2022 | 894 | $3.1M | $149,543 | $257,447 |
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 |
|---|---|---|---|---|
| COMYNS, SMITH, MCCLEARY & DEAVER, L | Auditor | — | — | $0 |
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 | $229,310 | — | $5,606 | — | — |
| 2023 | $5,329 | — | — | — | — |
| 2022 | $3,022 | — | — | — | — |