Plan Snapshot
- Plan Sponsor: Fresno Beverage Company, INC.
- Sponsor EIN: 770057122
- Sponsor Address: 3525 S. EAST AVENUE, FRESNO, CA, 93725
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $9.8M
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 | 345 | $9.8M | $357,981 | $438,213 |
| 2023 | 331 | $8.8M | $344,836 | $411,468 |
| 2022 | 304 | $7.1M | $317,436 | $382,959 |
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 |
|---|---|---|---|---|
| PLANCHEC(K) CPA'S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHEC(K) CPA'S LLC — 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 | $74,223 | — | $74,223 | — | — |
| 2023 | $80,958 | — | $80,958 | — | — |
| 2022 | $74,493 | $74,493 | — | — | — |