Plan Snapshot
- Plan Sponsor: Olli Salumeria Americana LLC
- Sponsor EIN: 272163578
- Sponsor Address: 1301 ROCKYPOINT DRIVE, OCEANSIDE, CA, 920565864
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $3.0M
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. |
|---|---|---|---|---|
| 2024 | 155 | $3.0M | $220,032 | $416,096 |
| 2023 | 155 | $2.5M | $210,088 | $333,087 |
| 2022 | 147 | $1.7M | $275,487 | $369,918 |
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 | $26,112 | $6,746 | $9,922 | — | — |
| 2023 | $20,932 | $4,870 | $9,244 | — | — |
| 2022 | $22,209 | $2,880 | $15,663 | — | $3,666 |