Plan Snapshot
- Plan Sponsor: Refurb Holdings LLC
- Sponsor EIN: 800861230
- Sponsor Address: 151 N. SUNRISE AVENUE, SUITE 1008, ROSEVILLE, CA, 95661
- Plan Type: 401(k)
- Total Participants: 557
- Total Assets: $25.1M
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 | 557 | $25.1M | $509,328 | $1.4M |
| 2023 | 372 | $23.9M | $539,805 | $1.4M |
| 2022 | 499 | $23.5M | $605,237 | $1.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $63,395 | $25,620 | — | — | — |
| 2023 | $60,197 | $25,147 | $300 | — | — |
| 2022 | $106,610 | — | — | — | — |