Plan Snapshot
- Plan Sponsor: Sports Warehouse, INC.
- Sponsor EIN: 770473888
- Sponsor Address: 181 SUBURBAN ROAD, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 511
- Total Assets: $26.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 511 | $26.8M | $1.5M | $499,863 |
| 2023 | 490 | $21.7M | $1.6M | $318,652 |
| 2022 | 418 | $17.8M | $1.4M | $275,538 |
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 |
|---|---|---|---|---|
| CALIBER AUDIT & ATTEST, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBER AUDIT & ATTEST, 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 | $189,083 | $188,795 | $223 | — | — |
| 2023 | $151,373 | $150,032 | $342 | — | — |
| 2022 | $183,279 | — | — | — | $183,279 |