Plan Snapshot
- Plan Sponsor: Britz, INC.
- Sponsor EIN: 941116996
- Sponsor Address: 3265 W. FIGARDEN DRIVE, FRESNO, CA, 93711
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $14.0M
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 | 100 | $14.0M | $194,288 | $369,917 |
| 2023 | 137 | $12.9M | $198,703 | $353,993 |
| 2022 | 255 | $12.2M | $424,056 | $544,375 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK LL | BROKER/ADVISER | — | $31,521 | $31,521 |
| BAKER, CHI & PARKEY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,521
- Estimated Expense Ratio: 0.225% 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 | $2,634 | — | $35 | — | — |
| 2023 | $290 | — | $140 | — | — |
| 2022 | $415 | — | $140 | — | — |