Plan Snapshot
- Plan Sponsor: The Lagunitas Brewing Company
- Sponsor EIN: 680386005
- Sponsor Address: 1280 N MCDOWELL BLVD, PETALUMA, CA, 94954
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $28.2M
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 | 379 | $28.2M | $852,041 | $1.7M |
| 2023 | 428 | $27.4M | $952,489 | $2.0M |
| 2022 | 422 | $23.4M | $989,806 | $2.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $64,078 | — | $64,078 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $41,590 | — | $41,590 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,668
- Estimated Expense Ratio: 0.375% 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 | $105,668 | $41,590 | — | — | — |
| 2023 | $112,948 | $45,162 | — | — | — |
| 2022 | $120,667 | — | $120,667 | — | — |