Plan Snapshot
- Plan Sponsor: Seasoned 2.0, INC
- Sponsor EIN: 870867401
- Sponsor Address: 548 MARKET ST PMB 92142, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $4.6M
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 | 15 | $4.6M | $111,039 | $382,314 |
| 2023 | 34 | $3.7M | $217,070 | $546,370 |
| 2022 | 131 | $3.1M | $300,544 | $915,789 |
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 |
|---|---|---|---|---|
| MUN CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MUN CPAS, 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 | $7,855 | $7,855 | — | — | — |
| 2023 | $8,069 | $7,994 | — | — | — |
| 2022 | — | — | — | — | — |