Plan Snapshot
- Plan Sponsor: Olipop
- Sponsor EIN: 823721740
- Sponsor Address: 360 GRAND AVE, OAKLAND, CA, 94610
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 264
- Total Assets: $8.0M
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. |
|---|---|---|---|---|
| 2025 | 264 | $8.0M | $0 | $0 |
| 2024 | 162 | $3.7M | $499,627 | $783,940 |
| 2023 | 99 | $1.8M | $302,487 | $424,271 |
| 2022 | 68 | $936,447 | $224,502 | $308,681 |
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 |
|---|---|---|---|---|
| GUSTO INVESTMENT SERVICES, LLC | Custodian / Trustee | $7,070 | — | $7,070 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,070
- Estimated Expense Ratio: 0.089% 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 |
|---|---|---|---|---|---|
| 2025 | $248,170 | $7,070 | — | — | — |
| 2024 | $190,414 | — | — | — | — |
| 2023 | $216,596 | — | — | — | — |
| 2022 | $53,432 | — | — | — | — |