Plan Snapshot
- Plan Sponsor: Buddha Jones, LLC
- Sponsor EIN: 201911640
- Sponsor Address: 1741 IVAR, LOS ANGELES, CA, 90028
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 99 | $6.5M | $0 | $862,059 |
| 2023 | 144 | $5.4M | $14,257 | $871,740 |
| 2022 | 116 | $4.6M | $18,475 | $732,426 |
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 |
|---|---|---|---|---|
| FOUMBERG, JUNEJA, ROCHER & COMPANY | 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 | $40,726 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $712 | — | $712 | — | — |