Plan Snapshot
- Plan Sponsor: Oakland Venue Management, INC.
- Sponsor EIN: 010945145
- Sponsor Address: 1714 FRANKLIN ST #100-252, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $1.0M
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 | 119 | $1.0M | $133,846 | $216,205 |
| 2023 | 132 | $641,458 | $87,095 | $139,221 |
| 2022 | 44 | $346,995 | $23,138 | $37,204 |
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 |
|---|---|---|---|---|
| BETHKE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETHKE CPA, LLC — 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 | $5,269 | $5,269 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |