Plan Snapshot
- Plan Sponsor: Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co
- Sponsor EIN: 770136563
- Sponsor Address: 2122 N. PLAZA DRIVE, VISALIA, CA, 93291
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 74 | $9.6M | $297,853 | $103,076 |
| 2023 | 78 | $9.0M | $308,035 | $118,571 |
| 2022 | 76 | $8.0M | $308,863 | $143,927 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM 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 | $43,167 | $43,167 | — | — | — |
| 2023 | $79,145 | $70,170 | $8,975 | — | — |
| 2022 | $87,360 | $78,432 | $8,928 | — | — |