Plan Snapshot
- Plan Sponsor: Sebastian Enterprises, INC.
- Sponsor EIN: 770073615
- Sponsor Address: 811 S. MADERA AVENUE, KERMAN, CA, 936301740
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $16.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $16.8M | $342,196 | $454,325 |
| 2023 | 133 | $16.1M | $326,279 | $579,663 |
| 2022 | 151 | $14.0M | $400,928 | $689,367 |
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 |
|---|---|---|---|---|
| BRIDGEWEALTH ADVISORY GROUP | RIA | $36,502 | — | $36,502 |
| T. ROWE PRICE | RECORDKEEPER | $12,469 | — | $12,469 |
| PEERY & ASSOCIATES, INC. | TPA | $10,604 | — | $10,604 |
| FINCH, ROWLAND & SHOOPMAN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRIDGEWEALTH ADVISORY GROUP — RIA
- FINCH, ROWLAND & SHOOPMAN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,575
- Estimated Expense Ratio: 0.355% 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 | $59,733 | — | $59,733 | — | — |
| 2023 | $62,659 | — | $62,659 | — | — |
| 2022 | $79,499 | — | $79,499 | — | — |