Plan Snapshot
- Plan Sponsor: Suja Life, LLC
- Sponsor EIN: 455169075
- Sponsor Address: 3831 OCEAN RANCH BLVD, OCEANSIDE, CA, 92056
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $9.4M
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 | 486 | $9.4M | $675,239 | $1.2M |
| 2023 | 423 | $6.5M | $581,191 | $1.0M |
| 2022 | 390 | $4.4M | $486,093 | $890,748 |
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 |
|---|---|---|---|---|
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES 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 | $37,056 | — | $3,087 | — | — |
| 2023 | $23,359 | — | $1,150 | — | — |
| 2022 | $18,706 | — | $18,706 | — | — |