Plan Snapshot
- Plan Sponsor: Beaumont Juice, INC. Dba Perricone Juices
- Sponsor EIN: 954509525
- Sponsor Address: 550 B STREET, BEAUMONT, CA, 92223
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 319 | $12.3M | $1.3M | $103,427 |
| 2023 | 358 | $11.0M | $1.4M | $927,744 |
| 2022 | 291 | $8.8M | $1.3M | $879,104 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | NONE | $115,625 | — | $115,625 |
| MOSS ADAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,625
- Estimated Expense Ratio: 0.941% of plan assets
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 | $123,756 | — | — | — | — |
| 2023 | $61,945 | — | — | — | — |
| 2022 | $35,894 | — | — | — | — |