Plan Snapshot
- Plan Sponsor: Ono Management, LLC
- Sponsor EIN: 371916908
- Sponsor Address: 1315 VALLEY VISTA DRIVE, DIAMOND BAR, CA, 91765
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,804
- Total Assets: $3.2M
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 | 1,804 | $3.2M | $171,680 | $676,294 |
| 2023 | 1,253 | $2.2M | $152,379 | $633,044 |
| 2022 | 1,062 | $1.3M | $136,692 | $561,985 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
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 | $3,119 | — | — | — | — |
| 2023 | $2,997 | — | — | — | — |
| 2022 | $2,382 | — | — | — | — |