Plan Snapshot
- Plan Sponsor: Sloat Garden Center, INC.
- Sponsor EIN: 941338777
- Sponsor Address: 420 COLOMA STREET, SAUSALITO, CA, 94965
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $4.8M | $123,421 | $284,120 |
| 2023 | 123 | $4.0M | $109,128 | $227,574 |
| 2022 | 120 | $3.2M | $166,564 | $209,235 |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | — | — | $0 |
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 | $137,581 | — | $2,098 | — | — |
| 2023 | $41,644 | — | $75 | — | — |
| 2022 | — | — | — | — | — |