Plan Snapshot
- Plan Sponsor: Perfect Day, INC.
- Sponsor EIN: 465528887
- Sponsor Address: 740 HEINZ AVE, BERKELEY, CA, 94710
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $11.5M
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 | 29 | $11.5M | $544,917 | $985,150 |
| 2023 | 84 | $12.3M | $1.3M | $2.4M |
| 2022 | 277 | $9.6M | $479,237 | $2.5M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE — 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 | $37,527 | $3,504 | — | — | — |
| 2023 | $38,103 | $5,551 | — | — | — |
| 2022 | $16,867 | $1,337 | $15,530 | — | — |