Plan Snapshot
- Plan Sponsor: Plantel Nurseries, INC.
- Sponsor EIN: 770133598
- Sponsor Address: 2775 EAST CLARK AVE, SANTA MARIA, CA, 93455
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $12.4M
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 | 261 | $12.4M | $488,051 | $752,694 |
| 2023 | 243 | $11.5M | $399,903 | $702,529 |
| 2022 | 198 | $9.6M | $380,008 | $679,177 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $1,378 | — | $1,378 | — | — |
| 2023 | $1,179 | — | $1,179 | — | — |
| 2022 | $2,547 | — | $2,547 | — | — |