# Starwest Botanicals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/starwest-botanicals-llc-401k-plan

> Starwest Botanicals, LLC's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Starwest Botanicals, LLC

- **Sponsor EIN:** 942755234

- **Sponsor Address:** 161 MAIN AVE, SACRAMENTO, CA, 95838

- **Plan Type:** 401(k)

- **Total Participants:** 170

- **Total Assets:** $1.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|170|$1.1M|$116,465|$324,068|

| 2023|127|$665,933|$97,438|$288,018|

| 2022|141|$225,602|$30,644|$144,050|

## 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|

| DUNBAR, BENDER AND ZAPF, INC|CONTRACT ADMIN|$5,250|$416|$5,666|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$5,223|—|$5,223|

| SCHNEIDER DOWNS & CO. INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DUNBAR, BENDER AND ZAPF, INC](https://planprovider.pro/provider/john-hancock) — CONTRACT ADMIN

- [SCHNEIDER DOWNS & CO. INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,889

- **Estimated Expense Ratio:** 1.032% of plan assets

### 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|$14,430|—|$5,250|—|—|

| 2023|$4,046|—|$2,000|—|—|

| 2022|$1,942|—|$1,942|—|—|

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