Plan Snapshot
- Plan Sponsor: Poindexter Nut Company, INC.
- Sponsor EIN: 462070320
- Sponsor Address: 5414 E. FLORAL AVENUE, SELMA, CA, 93662
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 272
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 272 | $4.0M | $151,268 | $205,306 |
| 2023 | 264 | $3.7M | $162,158 | $255,072 |
| 2022 | 421 | $3.1M | $174,887 | $254,131 |
| 2021 | 420 | $3.6M | $168,094 | $235,689 |
| 2020 | 443 | $3.2M | $162,230 | $220,964 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | Investment Advisor | $18,124 | — | $18,124 |
| BAKER CHI & PARKEY ACCOUNTANCY CORP | Auditor | $9,300 | — | $9,300 |
| PENSION DESIGN, INC. | Recordkeeper | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,424
- Estimated Expense Ratio: 0.880% 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 |
|---|---|---|---|---|---|
| 2024 | $33,343 | — | — | $9,300 | — |
| 2023 | $69,652 | — | — | $26,000 | — |
| 2022 | $34,720 | — | $11,220 | — | — |
| 2021 | $12,490 | — | $12,490 | — | — |
| 2020 | $20,219 | — | $13,419 | — | — |