Plan Snapshot
- Plan Sponsor: Komoto Pharmacy, INC.
- Sponsor EIN: 953869853
- Sponsor Address: 1017 ELLINGTON STREET, DELANO, CA, 93215
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $20.6M | $237,513 | $708,101 |
| 2023 | 120 | $16.5M | $224,192 | $663,230 |
| 2022 | 118 | $13.3M | $222,888 | $596,628 |
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 |
|---|---|---|---|---|
| MOORE GRIDER & COMPANY, CPAS LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $9,746 | — | $9,746 | — | — |
| 2023 | $8,004 | — | $1,275 | — | — |
| 2022 | $35,949 | — | $35,949 | — | — |