Plan Snapshot
- Plan Sponsor: Obriens Market, INC.
- Sponsor EIN: 942479762
- Sponsor Address: 6331 OAKDALE ROAD, RIVERBANK, CA, 953679646
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $3.6M
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 | 74 | $3.6M | $40,850 | $86,609 |
| 2023 | 95 | $3.9M | $42,101 | $80,280 |
| 2022 | 99 | $4.3M | $41,000 | $96,677 |
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 |
|---|---|---|---|---|
| MERRIL LYNCH | Other Service Provider | $11,417 | — | $11,417 |
| PENSION DESIGN, INC | Recordkeeper | $8,678 | — | $8,678 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,095
- Estimated Expense Ratio: 0.554% 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 | $37,571 | — | $37,571 | — | — |
| 2023 | $42,580 | — | $42,580 | — | — |
| 2022 | $32,267 | — | $32,267 | — | — |