Plan Snapshot
- Plan Sponsor: South 49 Holdings, Ltd.
- Sponsor EIN: 352633428
- Sponsor Address: 9224 TUPMAN RD, TUPMAN, CA, 93276
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 132 | $13.1M | $569,936 | $877,025 |
| 2023 | 132 | $11.5M | $563,338 | $834,478 |
| 2022 | 133 | $10.6M | $592,713 | $847,465 |
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 |
|---|---|---|---|---|
| YULISHANA, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YULISHANA, INC. — 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 | $102,922 | — | $102,922 | — | — |
| 2023 | $102,625 | — | $102,625 | — | — |
| 2022 | $97,183 | — | $97,183 | — | — |