Plan Snapshot
- Plan Sponsor: Bar Bakers, LLC
- Sponsor EIN: 462978421
- Sponsor Address: 10711 BLOOMFIELD STREET, LOS ALAMITOS, CA, 90720
- Plan Type: 401(k)
- Total Participants: 459
- Total Assets: $4.6M
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 | 459 | $4.6M | $400,202 | $735,064 |
| 2023 | 436 | $3.1M | $285,443 | $521,870 |
| 2022 | 337 | $2.1M | $272,585 | $497,847 |
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 |
|---|---|---|---|---|
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — 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 | $10,428 | — | $10,428 | — | — |
| 2023 | $9,490 | — | — | — | — |
| 2022 | $9,809 | $9,809 | — | — | — |