Plan Snapshot
- Plan Sponsor: Santa Monica Seafood Company
- Sponsor EIN: 953616163
- Sponsor Address: 18531 S BROADWICK ST, RANCHO DOMINGUEZ, CA, 902206440
- Plan Type: 401(k)
- Total Participants: 1,025
- Total Assets: $23.4M
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 | 1,025 | $23.4M | $766,895 | $1.7M |
| 2023 | 947 | $19.8M | $807,532 | $1.6M |
| 2022 | 622 | $17.0M | $853,630 | $1.5M |
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 | $58,280 | — | $58,280 |
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR | $51,728 | — | $51,728 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,396 | — | $6,396 |
| HUTCHINSON & BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- HUTCHINSON & BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,404
- Estimated Expense Ratio: 0.499% 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 | $116,404 | $58,124 | $300 | — | — |
| 2023 | $106,882 | $49,325 | — | — | — |
| 2022 | $103,482 | $3,850 | — | — | — |