Plan Snapshot
- Plan Sponsor: Lollicup Usa, INC.
- Sponsor EIN: 954781960
- Sponsor Address: 6185 KIMBALL AVE., CHINO, CA, 91708
- Plan Type: 401(k)
- Total Participants: 417
- Total Assets: $8.7M
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 | 417 | $8.7M | $392,989 | $792,745 |
| 2023 | 420 | $7.1M | $365,367 | $718,331 |
| 2022 | 318 | $5.2M | $339,844 | $600,091 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | Other Service Provider | $42,180 | — | $42,180 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Other Service Provider
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,180
- Estimated Expense Ratio: 0.483% 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 | $84,711 | $42,180 | $40,201 | — | — |
| 2023 | $66,429 | $33,190 | $31,379 | — | — |
| 2022 | $55,486 | $27,683 | $25,878 | — | $1,925 |