# Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co 401(k) Plan
Source: https://planprovider.pro/companies/sequoia-beverage-company-a-limited-partnership-dba-bueno-beverage-co-plan

> Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co's 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sequoia-beverage-company-a-limited-partnership-dba-bueno-beverage-co-plan)

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