Plan Snapshot
- Plan Sponsor: Oakhurst Industries, INC. Dba American Bakery Company
- Sponsor EIN: 953641353
- Sponsor Address: P.O. BOX 911457, LOS ANGELES, CA, 900911238
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $12.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 414 | $12.0M | $500,000 | $120,632 |
| 2023 | 385 | $11.7M | $450,000 | $157,950 |
| 2022 | 339 | $10.0M | $400,000 | $154,551 |
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 |
|---|---|---|---|---|
| EDELMAN FIN'L SVCS | INVESTMENT ADVISOR | $67,945 | — | $67,945 |
| MACIAS GINI & O'CONNELL, LLP | AUDITOR | $45,413 | — | $45,413 |
| CMC RETIREMENT & EE BENEFITS SPEC | THIRD PARTY ADMIN | $24,295 | — | $24,295 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS GINI & O'CONNELL, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,653
- Estimated Expense Ratio: 1.147% 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 | $142,053 | $67,945 | — | — | — |
| 2023 | $118,270 | $63,995 | — | — | — |
| 2022 | $79,750 | $79,750 | — | — | — |