Plan Snapshot
- Plan Sponsor: Dandelion Payments, INC. 401(K) Plan
- Sponsor EIN: 222829900
- Sponsor Address: 7000 VILLAGE DRIVE SUITE 200, BUENA PARK, CA, 90621
- Plan Type: 401(k)
- Total Participants: 1,427
- Total Assets: $71.1M
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 | 1,427 | $71.1M | $2.2M | $7.0M |
| 2023 | 1,390 | $58.9M | $2.0M | $6.5M |
| 2022 | 1,406 | $46.8M | $1.9M | $6.1M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE, LLP — Auditor
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 | $264,884 | — | $264,884 | — | — |
| 2023 | $232,660 | — | $232,660 | — | — |
| 2022 | $207,724 | — | $207,724 | — | — |