Plan Snapshot
- Plan Sponsor: Beach Haus, LLC
- Sponsor EIN: 262142243
- Sponsor Address: 7769 MELROSE AVENUE, LOS ANGELES, CA, 90046
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $3.4M
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 | 99 | $3.4M | $76,953 | $626,780 |
| 2023 | 108 | $2.5M | $91,732 | $697,439 |
| 2022 | 125 | $1.5M | $57,413 | $697,250 |
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 |
|---|---|---|---|---|
| BAROLDI GUNDERSON LLP | 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 | $33,740 | — | $33,740 | — | — |
| 2023 | $19,955 | — | $19,955 | — | — |
| 2022 | $13,254 | — | $13,254 | — | — |