Plan Snapshot
- Plan Sponsor: Pressed Juicery, INC.
- Sponsor EIN: 273092174
- Sponsor Address: 8671 HAYDEN PL, CULVER CITY, CA, 90232
- Plan Type: 401(k)
- Total Participants: 937
- Total Assets: $6.0M
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 | 937 | $6.0M | $368,916 | $818,619 |
| 2023 | 626 | $4.6M | $310,075 | $650,520 |
| 2022 | 692 | $3.5M | $335,272 | $683,476 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $16,275 | — | $16,275 |
| LPL FINANCIAL LLC | Investment Advisor | $12,016 | — | $12,016 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $7,215 | — | $7,215 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- LPL FINANCIAL LLC — Investment Advisor
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,506
- Estimated Expense Ratio: 0.588% 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 | $35,506 | $19,231 | — | — | — |
| 2023 | $29,561 | $14,418 | — | — | — |
| 2022 | $25,267 | — | — | — | — |