Plan Snapshot
- Plan Sponsor: Sares-Regis Operating Company, LP
- Sponsor EIN: 330550001
- Sponsor Address: 3501 JAMBOREE ROAD SUITE 3000, NEWPORT BEACH, CA, 926602904
- Plan Type: 401(k)
- Total Participants: 1,071
- Total Assets: $91.5M
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 | 1,071 | $91.5M | $1.8M | $7.5M |
| 2023 | 1,025 | $77.2M | $1.6M | $6.6M |
| 2022 | 862 | $62.5M | $1.2M | $5.6M |
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 | $200,276 | $25,480 | $174,796 | — | — |
| 2023 | $180,038 | $4,983 | $142,946 | $32,109 | — |
| 2022 | $48,469 | — | $48,469 | — | — |