# Olipop 401(k) Plan
Source: https://planprovider.pro/companies/olipop-823721740-001

> Olipop's 401(k) plan: 264 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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