Plan Snapshot
- Plan Sponsor: Point Reyes Bird Observatory
- Sponsor EIN: 941594250
- Sponsor Address: 3820 CYPRESS DRIVE, STE. 11, PETALUMA, CA, 94954
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $18.9M
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 | 132 | $18.9M | $468,038 | $1.1M |
| 2023 | 109 | $17.2M | $405,471 | $927,768 |
| 2022 | 110 | $15.9M | $234,534 | $901,633 |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, 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 | $8,051 | — | — | — | — |
| 2023 | $6,776 | — | — | — | — |
| 2022 | $10,261 | — | — | — | — |