Plan Snapshot
- Plan Sponsor: Regenesis Bioremediation Products INC.
- Sponsor EIN: 330624935
- Sponsor Address: 1011 CALLE SOMBRA, SUITE 100, SAN CLEMENTE, CA, 92673
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $12.9M
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 | 93 | $12.9M | $377,092 | $704,669 |
| 2023 | 91 | $12.0M | $310,019 | $621,594 |
| 2022 | 129 | $10.4M | $546,193 | $689,155 |
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 | RETAINED BY EMPLOYER | $40,606 | — | $40,606 |
| JOHN HANCOCK | RETAINED BY EMPLOYER | $10,987 | — | $10,987 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- 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: $51,593
- Estimated Expense Ratio: 0.401% 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 | $51,593 | $41,398 | $10,195 | — | — |
| 2023 | $47,926 | $38,415 | $9,511 | — | — |
| 2022 | — | — | — | — | — |