Plan Snapshot
- Plan Sponsor: Better Place Forests Co.
- Sponsor EIN: 812201855
- Sponsor Address: 3000 BRIDGEWAY, SAUSALITO, CA, 94965
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $2.3M
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. |
|---|---|---|---|---|
| 2023 | 38 | $2.3M | $0 | $333,300 |
| 2022 | 40 | $2.3M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $38,128 | — | $38,128 |
| PENSIONMARK FINANCIAL GROUP LLC | Other Service Provider | $10,954 | — | $10,954 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,082
- Estimated Expense Ratio: 2.152% 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 |
|---|---|---|---|---|---|
| 2023 | $24,541 | $5,477 | $19,064 | — | — |
| 2022 | $22,834 | $4,848 | $17,986 | — | — |