Plan Snapshot
- Plan Sponsor: Remo INC
- Sponsor EIN: 951934985
- Sponsor Address: 28101 INDUSTRY DR, VALENCIA, CA, 913554102
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $7.6M
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 | 154 | $7.6M | $224,007 | $571,781 |
| 2023 | 157 | $6.3M | $0 | $363,100 |
| 2022 | 145 | $5.4M | $0 | $361,695 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $20,929 | — | $20,929 |
| 401K GENERATION | CONTRACT ADMINISTRATOR | $5,169 | — | $5,169 |
| STERN, KORY, SREDEN, & MORGAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- STERN, KORY, SREDEN, & MORGAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,098
- Estimated Expense Ratio: 0.341% 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 | $27,533 | — | $26,673 | — | — |
| 2023 | $30,431 | — | $29,571 | — | — |
| 2022 | $29,089 | — | $29,089 | — | — |