Plan Snapshot
- Plan Sponsor: Irwin Naturals
- Sponsor EIN: 450463960
- Sponsor Address: 300 CORPORATE POINTE, CULVER CITY, CA, 90230
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $6.7M
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 | 60 | $6.7M | $119,943 | $464,792 |
| 2023 | 120 | $7.0M | $126,263 | $772,230 |
| 2022 | 130 | $5.6M | $89,706 | $656,813 |
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 |
|---|---|---|---|---|
| APRIO, LLP | Auditor | $28,786 | — | $28,786 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,786
- Estimated Expense Ratio: 0.428% 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 | $82,824 | $33,034 | — | $28,786 | — |
| 2023 | $63,427 | $29,292 | — | $10,873 | — |
| 2022 | $65,400 | — | — | — | — |