Plan Snapshot
- Plan Sponsor: La Tourangelle, INC.
- Sponsor EIN: 020653077
- Sponsor Address: 2340 EAST MAIN STREET, WOODLAND, CA, 95776
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $3.1M
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 | 65 | $3.1M | $235,689 | $204,803 |
| 2023 | 65 | $2.9M | $245,639 | $223,120 |
| 2022 | 92 | $2.3M | $217,366 | $189,597 |
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 |
|---|---|---|---|---|
| ELSENER & ELSENER, 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 | $8,329 | $779 | $7,300 | — | — |
| 2023 | $4,986 | — | $4,986 | — | — |
| 2022 | $6,480 | — | $6,480 | — | — |