Plan Snapshot
- Plan Sponsor: The Mochi Ice Cream Company
- Sponsor EIN: 952841011
- Sponsor Address: 5563 ALCOA AVE, VERNON, CA, 900583730
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $3.7M
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 | 98 | $3.7M | $215,572 | $393,095 |
| 2023 | 105 | $3.1M | $243,307 | $417,906 |
| 2022 | 121 | $2.3M | $267,019 | $448,746 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $18,074 | — | $18,074 |
| PLANTE & MORAN, PPLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,074
- Estimated Expense Ratio: 0.490% 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 | $17,422 | — | $17,422 | — | — |
| 2023 | $15,471 | — | $14,611 | — | — |
| 2022 | $14,941 | — | $14,941 | — | — |