Plan Snapshot
- Plan Sponsor: Juneshine, INC.
- Sponsor EIN: 823597488
- Sponsor Address: 10051 OLD GROVE RD, SAN DIEGO, CA, 921311654
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $3.1M
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 | 123 | $3.1M | $226,067 | $389,782 |
| 2023 | 152 | $2.8M | $328,049 | $496,496 |
| 2022 | 157 | $1.8M | $322,218 | $483,413 |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $6,163 | — | $6,163 |
| HASKELL & WHITE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,163
- Estimated Expense Ratio: 0.198% 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 | $6,774 | $2,326 | — | — | — |
| 2023 | $4,280 | $1,812 | — | — | — |
| 2022 | $2,130 | $2,130 | — | — | — |