Plan Snapshot
- Plan Sponsor: O'Neill Wetsuits, LLC
- Sponsor EIN: 261652953
- Sponsor Address: 1071 41ST AVENUE, SANTA CRUZ, CA, 95062
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 85 | $16.2M | $113,604 | $607,908 |
| 2023 | 79 | $14.0M | $123,370 | $603,131 |
| 2022 | 79 | $12.0M | $112,868 | $582,266 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LP — Auditor
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 | $2,212 | $1,862 | — | — | — |
| 2023 | $304 | $179 | — | — | — |
| 2022 | $331 | $81 | — | — | — |