Plan Snapshot
- Plan Sponsor: Branded Group, INC.
- Sponsor EIN: 464559959
- Sponsor Address: 222 S HARBOR BLVD SUITE 500, ANAHEIM, CA, 92805
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $2.8M
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 | 152 | $2.8M | $0 | $527,611 |
| 2023 | 158 | $2.3M | $130,248 | $590,328 |
| 2022 | 200 | $1.7M | $191,089 | $469,965 |
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 |
|---|---|---|---|---|
| MACIAS GINI & O'CONNELL LLP | Auditor | $14,700 | — | $14,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS GINI & O'CONNELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,700
- Estimated Expense Ratio: 0.520% 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 | $37,671 | $6,129 | $16,842 | $14,700 | — |
| 2023 | $19,729 | $4,649 | $15,080 | — | — |
| 2022 | $12,168 | $554 | $11,614 | — | — |