Plan Snapshot
- Plan Sponsor: Fort Point Beer Company
- Sponsor EIN: 462791571
- Sponsor Address: 644 MASON ST, SAN FRANCISCO, CA, 94129
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $960,117
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 | 53 | $960,117 | $0 | $103,048 |
| 2023 | 59 | $812,204 | $0 | $154,887 |
| 2022 | 64 | $1.3M | $0 | $269,838 |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | RECORDKEEPER | $6,350 | — | $6,350 |
| IN CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETTERMENT FOR BUSINESS, LLC — RECORDKEEPER
- IN CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,350
- Estimated Expense Ratio: 0.661% 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 | $72,602 | — | $6,350 | — | — |
| 2023 | $18,983 | $2,037 | — | — | — |
| 2022 | $21,231 | $3,074 | — | — | $18,157 |