Plan Snapshot
- Plan Sponsor: Far West Fungi INC
- Sponsor EIN: 465764018
- Sponsor Address: 390 SWIFT AVE STE 11, SOUTH SAN FRANCISC, CA, 94080
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $1.2M
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 | 122 | $1.2M | $104,098 | $148,996 |
| 2022 | 98 | $813,841 | $102,899 | $155,542 |
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 |
|---|---|---|---|---|
| KIM JACKSON ACCOUNTING & TAX | 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 |
|---|---|---|---|---|---|
| 2023 | $4,759 | — | — | — | — |
| 2022 | $3,562 | — | — | — | — |