Plan Snapshot
- Plan Sponsor: Olam West Coast, INC.
- Sponsor EIN: 300514300
- Sponsor Address: 205 E RIVER PARK CIRCLE SUITE 310, FRESNO, CA, 93720
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 33 | $2.4M | $127,885 | $231,545 |
| 2023 | 37 | $2.7M | $146,116 | $254,123 |
| 2022 | 50 | $2.2M | $57,279 | $244,437 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $10,109 | $7,934 | $725 | — | — |
| 2023 | $9,914 | $7,701 | $1,125 | — | — |
| 2022 | $6,659 | — | — | — | — |