Plan Snapshot
- Plan Sponsor: Oberto Snacks, INC.
- Sponsor EIN: 825144642
- Sponsor Address: 7060 OBERTO DRIVE, KENT, WA, 980327014
- Plan Type: 401(k)
- Total Participants: 1,195
- Total Assets: $66.6M
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 | 1,195 | $66.6M | $2.6M | $4.7M |
| 2023 | 1,204 | $58.9M | $2.6M | $4.6M |
| 2022 | 1,193 | $49.3M | $2.2M | $4.0M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
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 | $154,571 | $29,761 | $124,810 | — | — |
| 2023 | $176,696 | — | — | — | — |
| 2022 | $148,220 | — | — | — | — |