Plan Snapshot
- Plan Sponsor: Oakland Paper & Supply, INC.
- Sponsor EIN: 943069449
- Sponsor Address: 3200 REGATTA BLVD., SUITE F, RICHMOND, CA, 94804
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 141 | $17.8M | $102,876 | $848,463 |
| 2023 | 153 | $16.4M | $103,341 | $828,567 |
| 2022 | 144 | $14.6M | $95,289 | $784,956 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $25,282 | — | $25,282 |
| CALIFORNIA RETIREMENT PLANS | Other Service Provider | $10,721 | $10,000 | $20,721 |
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $8,670 | — | $8,670 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,673
- Estimated Expense Ratio: 0.307% 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 | $57,221 | — | $48,689 | — | — |
| 2023 | $11,775 | — | $11,650 | — | — |
| 2022 | $20,709 | — | — | — | $20,709 |