# Porto'S Bakery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/porto-s-bakery-inc-401k-plan

> Porto'S Bakery, INC.'s 401(k) plan: 1,598 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Porto'S Bakery, INC.

- **Sponsor EIN:** 954610775

- **Sponsor Address:** 3614 W. MAGNOLIA BLVD., BURBANK, CA, 91505

- **Plan Type:** 401(k)

- **Total Participants:** 1,598

- **Total Assets:** $10.0M

## 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|1,598|$10.0M|$503,757|$1.6M|

| 2023|1,120|$7.5M|$434,135|$1.4M|

| 2022|844|$5.3M|$344,649|$1.1M|

## 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|

| ACTUARIAL BENEFITS CORP.|THIRD PARTY ADMINISTRATO|$12,586|—|$12,586|

| TRANSAMERICA RETIREMENT SOLUTIONS,|RECORDKEEPER|$9,157|—|$9,157|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$6,332|—|$6,332|

| RIVERA, JAMJIAN & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [RIVERA, JAMJIAN & ASSOCIATES, LLP](https://planprovider.pro/provider/rivera-jamjian-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,075

- **Estimated Expense Ratio:** 0.280% 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|$34,060|—|$34,060|—|—|

| 2023|$16,698|—|$16,698|—|—|

| 2022|$35,920|—|$17,765|—|$18,155|

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