# Ocean Mist Farms 401(k) Plan
Source: https://planprovider.pro/companies/ocean-mist-farms-940355910-001

> Ocean Mist Farms's 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ocean Mist Farms

- **Sponsor EIN:** 940355910

- **Sponsor Address:** 10855 OCEAN MIST PARKWAY, CASTROVILLE, CA, 950121247

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 277

- **Total Assets:** $40.4M

## 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|277|$40.4M|$395,931|$2.1M|

| 2023|290|$40.5M|$389,328|$2.1M|

| 2022|296|$38.6M|$358,742|$1.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$31,926|—|$31,926|

| SAGEVIEW|Investment Advisor|$20,063|—|$20,063|

| MOSS ADAMS LLP|Other Service Provider|$18,900|—|$18,900|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$10,263|—|$10,263|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [SAGEVIEW](https://planprovider.pro/provider/sageview-advisory-group) — Investment Advisor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $81,152

- **Estimated Expense Ratio:** 0.201% 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|$80,252|$10,263|—|—|—|

| 2023|$55,967|$10,093|—|—|—|

| 2022|$65,923|$9,233|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ocean-mist-farms-940355910-001)

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