Plan Snapshot
- Plan Sponsor: Sherwood Management Co., INC.
- Sponsor EIN: 951948904
- Sponsor Address: 5700 HANNUM AVENUE SUITE 200, CULVER CITY, CA, 90230
- Plan Type: 401(k)
- Total Participants: 570
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 570 | $24.6M | $551,112 | $1.1M |
| 2023 | 670 | $22.1M | $506,921 | $1.1M |
| 2022 | 572 | $19.6M | $490,085 | $1.1M |
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 |
|---|---|---|---|---|
| MACIAS GINI AND O'CONNELL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS GINI AND O'CONNELL — 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 | $80,811 | $43,518 | — | — | — |
| 2023 | $75,839 | $38,338 | — | — | — |
| 2022 | $75,673 | — | $75,673 | — | — |