Plan Snapshot
- Plan Sponsor: Traditional Medicinals, INC
- Sponsor EIN: 942613403
- Sponsor Address: P.O. BOX 239, COTATI, CA, 94931
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $28.0M
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 | 230 | $28.0M | $0 | $0 |
| 2023 | 231 | $21.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | $4,283 | — | $4,283 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,283
- Estimated Expense Ratio: 0.015% 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 | $126,883 | $70,025 | $16,705 | $4,283 | — |
| 2023 | $28,409 | — | $2,359 | — | $26,050 |