Plan Snapshot
- Plan Sponsor: Sebastian Enterprises, INC.
- Sponsor EIN: 770073615
- Sponsor Address: 7600 N. PALM, FRESNO, CA, 937115520
- Plan Type: DC
- Total Participants: 75
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 75 | $7.9M | $619,334 | $49,816 |
| 2023 | 71 | $6.9M | $570,273 | $54,830 |
| 2022 | 85 | $6.5M | $1.2M | $75,862 |
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 | $20,639 | — | $20,639 |
| T. ROWE PRICE | RECORDKEEPER | $7,050 | — | $7,050 |
| PEERY & ASSOCIATES, INC. | TPA | $5,995 | — | $5,995 |
| 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: $33,684
- Estimated Expense Ratio: 0.425% 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 | $33,774 | — | $33,774 | — | — |
| 2023 | $28,291 | — | $28,291 | — | — |
| 2022 | $36,821 | — | $36,821 | — | — |